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 factors are contributing to the current inflation trends observed in the market?

How do companies with pricing power manage to maintain their margins in the face of rising input costs?

In what ways does the inflation dynamic in Asia differ from that in the West?

What implications does the property sector in China have on broader Asian markets?

How might consumer spending trends influence the recovery of the economy?