The Vault · 2026-03-25 14:26:48 · ZeroHedge
A sharp, unexpected spike in memory (RAM) prices has become the dominant force behind a significant surge in US import costs, delivering a fresh jolt to inflation data. The latest figures show import prices jumped 1.5% month-over-month in March, marking the third consecutive monthly rise and the largest single-month in...
The Vault · 2026-03-26 23:27:23 · Bloomberg Markets
A specter from Japan's economic past is re-emerging in trading rooms: stagflation. For the first time in decades, a potent mix of rising oil prices and a persistently weak yen is forcing global investors to seriously game out a scenario of stagnant growth coupled with rising inflation. This is not a distant academic ri...
The Vault · 2026-03-27 01:56:50 · Japan Times
Major global asset managers are actively positioning for a stagflationary shock in Japan, a scenario long considered improbable for the world's third-largest economy. With the conflict involving Iran nearing its one-month mark, the sustained upward pressure on oil prices is forcing a fundamental reassessment of Japan's...
The Vault · 2026-03-29 22:56:48 · ZeroHedge
The market's fragile equilibrium has broken. Last week saw a decisive shift from pricing a temporary inflation shock to weighing a prolonged demand-driven growth scare, as bonds rallied despite surging oil prices and falling stocks—a classic stagflation signal. This transition underscores a critical failure: three unil...
The Vault · 2026-04-03 15:57:14 · ZeroHedge
The US services sector, the economy's dominant engine, has abruptly shifted into contraction for the first time in over three years. The S&P Global US Services PMI Business Activity Index fell to 49.8 in March, dropping below the critical 50.0 expansion threshold from February's 51.7 and missing earlier estimates. This...
The Vault · 2026-04-06 15:27:08 · ZeroHedge
David Stockman warns that the U.S. economy is facing a stagflationary shock of unprecedented scale, driven by a global commodity crisis ignited by war. The warning is stark: the economic slowdown evident before late February has collided with an inflationary surge, creating a perfect storm. The catalyst is the eruption...
The Network · 2026-04-10 23:52:32 · Bloomberg Markets
As global finance leaders convene in Washington for the World Bank-IMF meetings, former Canadian Finance Minister Chrystia Freeland issued a stark warning of stagflation, a looming food crisis, and the growing strain on the US-led global order. This alarm sounds against a backdrop of escalating geopolitical risk, with ...