Goldman Sachs beskriver inflationens virkninger ved at vise prisudviklingen på alle ingredienser i en hamburger. Det er bacon og bøfkød, der er steget mest med 15-18 pct., mens tomater næsten ikke er steget. Inflationen rammer altså meget forskelligt, og det er i virkeligheden også et varsel til investorer om at vurdere aktier i forhold til, hvordan de rammes af den ekstreme prisudvikling fra transport til energi og selv til indholdet i en burger. Men Goldman Sachs tror dog, at inflationen bliver bredt funderet i den kommende tid.
Taking a Bite Out of Your Burger
Who invited inflation to the barbeque? This year has seen some of the highest inflation prints in decades. Inflation has taken a bite out of everything from transportation to energy to your hamburger! While the price of tomatoes may not have changed much, you can expect to feel inflation’s effects when stocking up on meat for your next cookout. We anticipate that higher inflation prints may continue in the near-term as sources of inflation continue to be broad-based.
Source: Bureau of Labor Statistics and Goldman Sachs Asset Management.
