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I own a couple of retail businesses. Through Covid I saw supply chain problems move pricing on the retail side. Now, I'm seeing wholesale prices change week to week on products with little past fluctuation. Some of this can be attributed to unusually high demand for freight as economies re-emerge, and tight labor markets. I fear that these reasons however, are hiding immediate inflation problems being signaled in commodities and by a parabolic monetary supply. What happens when prices increase 30% after existing inventory is depleted?

I own a couple of retail businesses. Through Covid I saw supply chain problems move pricing on the retail side. Now, I'm seeing wholesale prices change week to week on products with little past fluctuation. Some of this can be attributed to unusually high demand for freight as economies re-emerge, and tight labor markets. I fear that these reasons however, are hiding immediate inflation problems being signaled in commodities and by a parabolic monetary supply. What happens when prices increase 30% after existing inventory is depleted?

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[–] • 3 pts

I think a huge part of this is the ongoing restrictions in California at the ports, ships have to wait at sea for up to a week or more to come to port as per the containment protocols set up therein, spoilage and delays along with delays in national shipping due to fuel prices and a shortage of truck drivers are driving supply inconsistencies beyond just the "Evergiven" blockage in the suez and it's echoes, supply companies are folding under restrictions, hoarding on an international scale and over ordering in anticipation of shortages are causing problems in serious markets like semiconductors. Finding a rental car in alaska is about impossible right now because of the shortage in semiconductors breaking the modern "Just in time" supply chains, that's an edge case but it's happening all over; all of this is causing market confidence in every sector to evaporate and we take this for granted but confidence in our dollar and in supply chains are why US prices have been historically stable and capable of tight margins on goods. I don't think the inflation should be an issue for another 5-15 months.

Inflation takes a fair bit of time to set in and it's based on practical monetary supply, confidence issues from anticipation of inflation have arrived but mostly our problems are supply chain oriented practical issues along with distrust of stability in supply chains and bad interpretation of business data are driving excessive orders to meet demand; corporatism and globalism have made our supply networks FAR too fragile.