Inflation Is Now More Supply Chain-Driven Vs Demand-Driven

Josh Wein notes that inflation is likely to be the result of a hard restart, and is more supply chain-driven than demand-driven. He says what may not look expensive now (on a P/E basis) might not fully capture the potential upside to estimates. Wein's current stock pick is Southern Company with its favorable geographic exposure.

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Your First Trade
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7:00 am
Futures
8:00 am
Morning Trade Live
10:00 am
Fast Market
11:00 am
Your First Trade
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The Watch List
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Mid-Day Trade
1:30 pm
MID-DAY Movers
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Market On Close
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Fast Market
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Your First Trade
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8:00 pm
Your First Trade
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9:00 pm
Market Overtime
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9:30 pm
Fast Market
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10:30 pm
Your First Trade
REPLAY
11:30 pm
Market Overtime
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Inflation Is Now More Supply Chain-Driven Vs Demand-Driven

Josh Wein notes that inflation is likely to be the result of a hard restart, and is more supply chain-driven than demand-driven. He says what may not look expensive now (on a P/E basis) might not fully capture the potential upside to estimates. Wein's current stock pick is Southern Company with its favorable geographic exposure.

ON AIR
7:00 am
Futures
12:00 am
Your First Trade
REPLAY
1:00 am
Fast Market
REPLAY
2:00 am
Virtual Trade
REPLAY
2:30 am
Virtual Trade
REPLAY
3:00 am
Virtual Trade
REPLAY
3:30 am
Virtual Trade
REPLAY
4:00 am
Market Overtime
REPLAY
4:30 am
Fast Market
REPLAY
5:30 am
Your First Trade
REPLAY
6:30 am
Market Overtime
REPLAY
ON AIR
7:00 am
Futures
8:00 am
Morning Trade Live
10:00 am
Fast Market
11:00 am
Your First Trade
12:00 pm
The Watch List
1:00 pm
Mid-Day Trade
1:30 pm
MID-DAY Movers
2:00 pm
Market On Close
4:00 pm
Market Overtime
4:30 pm
Fast Market
REPLAY
5:30 pm
Your First Trade
REPLAY
6:30 pm
Market Overtime
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Your First Trade
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Fast Market
REPLAY
10:30 pm
Your First Trade
REPLAY
11:30 pm
Market Overtime
REPLAY

Get Market Minute

Daily insights for every investor

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