Supply Chain Disruptions: Adding to Upside Inflation Risks

Rhea Thomas |
Wilmington Wire
Europe seen from space, combined with different financial charts. Perfectly usable for topics like global stock markets or the European economy. Highly detailed image, textures courtesy by NASA:
https://visibleearth.nasa.gov/images/55167/earths-city-lights,
https://visibleearth.nasa.gov/images/73934/topography,
https://visibleearth.nasa.gov/images/57747/blue-marble-clouds/77558l

April 9, 2021Recent supply chain disruptions are likely to add to near-term inflation pressures by constraining the supply of goods and services in the economy, just as demand is set to bounce back.Longer-term inflation will remain dependent on the interaction of consumer and market inflation expectations, and the Fed’s new approach to monetary policy.

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Praise the Fed and Pass the Patience

Luke Tilley |
Wilmington Wire
Facade on the Federal Reserve Building in Washington DC

March 19, 2021—All’s quiet (for now) on the inflationary front. While we project a lift in the next few months, take it with a grain of salt, as the year-over-year comparison is to a pandemic-induced economic shutdown. Down the road, we anticipate higher inflation approaching 3%, but risk is to the upside—as we expect an improving economy and a largely vaccinated nation back in stores, with money in their pockets.

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Stimulus and Inflation Jitters Lead to Stock Market Volatility

Luke Tilley |
Wilmington Wire
The 2020 Stimulus check. Surrounded with 100 dollar bills.  Sent to US citizens during the covid-19/coronavirus pandemic

March 16, 2021—Inflation is on the minds and lips of everyone these days, and the just-signed stimulus package is increasing those concerns. Vaccine deployment is picking up, COVID-19 cases are down, spending is accelerating, and the nation is clamoring to enjoy the outdoors and one another in a way we haven’t in a full year. With the passage and signing of the American Rescue Plan Act of 2021 (ARPA) last week, we have growing conviction of strong economic growth in 2021.

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