Barclays Capital's Luca Ricci and Amrita Sen believe investors who think the current short-term rise in inflation is temporary should think again…
China may be the swing factor that, along with India, makes it difficult for technological change to catch up with demand. We believe historical demographic disinflationary pressures from commodity prices and expanding labour supply may vanish, and commodity importing countries will have to fight future inflationary pressures and respond to more volatile price fluctuations. Population trends Global labour force supply expanded during the mid-1990s due to population trends in developing countries and a shift away from agriculture into manufacturing-based jobs. We estimate the global lab...
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