Global inflation or deflation? - Part 2

https://sg-stock.blogspot.com/2019/03/global-inflation-or-deflation.html

Our latest analysis is that inflation will rear its head in the 2nd half of 2019.

What caused the sudden change from our previous analysis whereby Asia would face deflation?

https://sg-stock.blogspot.com/2019/03/asian-deflation-is-happening.html

https://sg-stock.blogspot.com/2019/01/deflation-will-start-in-asia-soon.html

Well, our change stemmed from the US political will to depreciate the USD to create inflation which ran counter to our previous deflation analysis.

https://sg-stock.blogspot.com/2019/03/usd-is-likely-to-depreciate-soon-why.html

Furthermore, the pork prices in China will appreciate in the 2nd half of 2019 because of swine disease.  This forces China to import pigs in huge numbers which will boost the pork prices as pork is a staple food in China.  It also forms part of the CPI calculation.

https://www.porkbusiness.com/article/chinas-pork-imports-double-2019-rabobank-analyst-predicts

As the USD is expected to depreciate and worldwide food prices (including China) are expected to increase, we have decided to change our stance from deflation to inflation in the 2nd half of 2019.