The reopening trade reads very loudly from  the earnings commentary, and it is loudly screaming INFLATION

The reopening trade reads very loudly from  the earnings commentary, and it is loudly screaming INFLATION:

– heavy demand for metal commodities
– surging demand for shipping (cargo rates, containers, etc.)
– double-digit sales growth for residential commodities – pains, lumber, appliances
– surging demand for grains and other soft commodities

The reopening trade reads very loudly from  the earnings commentary, and it is loudly screaming INFLATION

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