Here’s a good article that summarises what to look out for in terms of market moving events that can trigger a stagflation selldown!https://blog.algomerchant.com/my-market-circulation-of-a-peak-everything-narrative/
Here Comes Stagflation: Goldman Slashes GDP Estimate For Second Time In 3 Weeks, Sees "Bigger Inflation Surge"
Stocks heavily reliant on chips will likely suffer selldowns in coming earnings due to shortages:- Unable to meet demand due to supply pressures- lower forward guidances due to ⬆️ uncertainty- delays in rolling out new products (affects forward rev)
Intel CEO stresses more U.S. chip production, fewer stock buybacks