Tweetet blev slettet af forfatteren.
Men vi gemte alt 🙂.
Andreas Steno Larsen påpeger, at aktuelle shelter-data dobbeltoptælles, da tallene inkluderer de data, der manglede under nedlukningen i oktober sidste år. Ifølge Steno Larsen betyder det, at shelter-inflation ikke oplever det kraftige spring, som nogle ellers frygter. Uden for energiområdet viser rapporten et blødt inflationsbillede for shelter-segmentet og ro på markederne.
Steno Larsen has previously dismissed the likelihood of severe food shortages in Western countries, noting that related challenges are concentrated elsewhere in his recent commentary. He has also analyzed the impact of an OPEC collapse and indicated that oil oversupply could shift conditions in global energy markets in a separate report. These earlier assessments reflect his focus on supply-side trends beyond immediate inflation data.