Soft Headline Inflation Numbers Mask Underlying Price Pressures

Consumer Prices Rose a ‘Very Tame’ 0.3% in January, but Many Still See Inflation Pickup Ahead
https://www.barrons.com/articles/consumer-prices-rose-a-very-tame-0-3-in-january-but-many-still-see-inflation-pickup-ahead-51612978318

Home-Price Surge Says Inflation Is Real. The Fed Clings to Illusion It Isn’t.
https://www.barrons.com/articles/home-price-surge-says-inflation-is-real-the-fed-clings-to-illusion-it-isnt-51612543691

From Crocs to Jif, many shoppers are demonstrating a certain numbness to higher prices in a broad swath of categories.

https://www.bloomberg.com/opinion/articles/2021-02-10/from-crocs-to-jif-pandemic-pricing-power-means-fewer-discounts
 
TSMC and Taiwan chip peers weigh new price hikes for autos
https://asia.nikkei.com/Business/Electronics/TSMC-and-Taiwan-chip-peers-weigh-new-price-hikes-for-autos 

With No Inflation in Sight, Why the Inflation Debate?
https://www.bloomberg.com/news/articles/2021-02-11/with-no-inflation-in-sight-why-the-inflation-debate-quicktake-kl0ods5m

Four More Reasons to Worry About U.S. Inflation

https://www.bloomberg.com/opinion/articles/2021-02-10/inflation-is-a-risk-four-more-reasons-to-worry

JPMorgan Says Commodities May Have Just Begun a New Supercycle
https://www.bloomberg.com/news/articles/2021-02-10/j-p-morgan-sees-commodity-supercycle-already-kicking-off

Do Fed Policies Fuel Bubbles? Some See GameStop as a Red Flag
https://www.nytimes.com/2021/02/09/business/economy/gamestop-fed-us-economy-markets.html

 
Inflation Data Reduce Obstacles to Stimulus but Amplify Risks
https://www.bloomberg.com/opinion/articles/2021-02-10/cpi-inflation-data-clear-the-way-for-stimulus-but-amplify-risks