Looking at Companies That Have Pricing Power: JPMorgan's Wolf

The video discusses the current state of inflation, highlighting its persistence beyond transitory expectations. It explores investment strategies focusing on companies with pricing power to manage rising input costs. The video also examines market reactions to inflation, noting differences between Western and Asian markets. It delves into the challenges in China's property sector and its potential global impact. Finally, it addresses the importance of retail earnings and consumer spending in the economic recovery, emphasizing supply chain issues and consumer sentiment.

What is considered a more sustainable driver of inflation according to the discussion?

• Energy components

• Wages and services

• Goods prices

• Used autos

How have markets generally reacted to inflation pressures?

• They have overreacted

• They have mostly ignored them

• They have underreacted

• They have fully priced in the risks

What is the biggest engine of growth in China according to the transcript?

• Manufacturing sector

• Property sector

• Technology sector

• Agricultural sector

What is expected to drive the economic recovery according to the discussion?

• Export growth

• Consumer spending

• Government spending

• Corporate investments

What are retailers expected to communicate about in their earnings reports?

• Marketing strategies

• New product launches

• Supply chain management

• Employee benefits