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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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.