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Where Is The Pricing Power?


JEast
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To continue our friendly debate on non-inflation, or inflation, and the subsequent implied interest rate risk - Where Is The Pricing Power? As reported today in the WSJ, Wal-mart deflates again and continues its deflating juggernaut.

http://online.wsj.com/article/SB10001424052702304198004575172271682347064.html?mod=WSJ_Heard_LEFTTopNews

 

Someone please show me some inflation 'out in the ether' so I can get off my high horse  :)

 

 

Cheers

JEast

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If you look at the high cost parts of most value chains (distribution and US labor), there is surplus supply leading to continued deflation.  The parts where there is inflation (some commodities) are a small portion of most value chains.

 

Packer

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