Inflationary

Many believe that Trump's proposed policies, including higher import tariffs and additional tax cuts, could reignite inflationary pressures, and most think there would be more inflationary than those of Harris.

Active duty personnel are being hit with more Tricare fee hikes at a time when military salaries are not keeping up with the inflationary cost of living, but someone has to pay for the hormones.

Additionally, in higher inflationary time periods, customers are much more price sensitive meaning companies that can leverage supplier relations for lower prices get a pricing advantage.

Add to that last summer’s scorching heatwaves, which ignited an inflationary spiral as electric utilities everywhere sucked up supplies for natural gas-based generation to keep air-conditioners running full blast during peak summer demand.

Also concerning is the sticky inflationary wage pressure - Australia's Wage Price Index (excluding bonuses) has shown no sign of slowing down (+0.8% QoQ; +3.7% YoY).

And in an inflationary environment, we'd be happy to continue to move back to that P&L cost plus mix that we had prior to the pandemic to take advantage of that.

And I think a lot of things that have happened in the world, think of bigger trends, are inflationary.

And that is compensating part of what we are seeing in terms of cost inflationary increases.

And then just quickly on other OpEx, what are you seeing in terms of utility and other inflationary cost lines in that line?

Anything other than that could lead the won to slip further from its two-month low against the dollar, which would only intensify domestic inflationary pressures and perhaps force the central bank to act again later in the year.

A re-acceleration of inflationary trends or sharply lower trade activity would undermine the bullish thesis.

Are you seeing any impacts as they relate to volumes, pricing, bad debt collections, inflationary pressures?

As contemporary inflationary forces alter the landscape for independent Quick Lube operators, Valvoline stands to reap the rewards of this development in both the realms of acquisition and franchise recruitment.

As we discussed, we began experiencing meaningful demand softness in the third quarter, which we believe was largely a function of inflationary pressures impacting consumer confidence, compounded by overstocked inventory positions.

But the high level of spending in the "Deficit Reduction Act" is inflationary.

Cash operating costs (FOB Montreal) of US$407 per tonne of 5.6% Li O concentrate also reflecting some inflationary impact.

Central banks in advanced economies are continuing to raise rates amidst a sticky inflationary environment, characterised by uncertain signals from noisy job markets.

Chancellor Jeremy Hunt is believed to be working on ways of keeping the temporary cut and shunning an inflationary rise, but it could cost the Treasury nearly £6billion.

Combined with the crumbling in gasoline cracks, that removes a significant inflationary impulse from markets and may allow the Fed to leave rates at these levels and cut late next year.

Commodity equities outperformed during the 1970’s inflationary era.