2020-02-10

Supply Constraints + Money Printing = Price Inflation

A drop in pork supply caused by African Swine Flu (ASF) raised prices 116 percent in the past year. With China halting (reversing) deleveraging efforts with easing credit standards amidst the coronavirus pandemic, what will happen in the months to come? Supply constraints range from medical supplies to land sales as governments halt auctions and real estate offices (developers and brokers) are closed.
NBS: 2020年1月份居民消费价格同比上涨5.4%
In contrast to falling supply in consumption goods, there's abundant supply and falling demand for industrial raw materials.

NBS: 2020年1月份工业生产者出厂价格同比上涨0.1%

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