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Demitry Omrin

KEY CONSIDERATION - SUPPLY CHAING vs. INFLATION

It is well known that the pandemic and pre-longed shutdowns have disrupted production of various products and created shortages. The initial thought was that this would create temporary inflationary pressures on price levels. However, when combined with the fact that the Federal Government is printing large sums of money to pay for economic stimulus the question becomes whether inflation will be temporary or more structural in nature. The cost of borrowing has recently risen and may rise further. As I have said in previous commentary, a correction in the cost of borrowing is to be expected however in my opinion the next six months to one year will be a time to watch as to what occurs in the financial markets. #supplychain #money #markets #printingmoney #structural #economy #finance #recg #commercialvaluations #commercialrealestate



https://www.thestar.com/business/thestreet/2021/10/08/home-depot-lowes-slip-lower-on-loop-capital-supply-chain-risk-downgrade.html

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