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 [02/06, 09:50] FMM VP Tirath Singh Pannu: 

Short or long duration inflation hurricane, that is the question?  All the QEs are coming home to roost and bite of the butt, just how much?

 https://www.thestar.com.my/business/business-news/2022/06/02/dimon-says-brace-for-us-economic-039hurricane039-due-to-inflation

[02/06, 10:01] Gunabalan: As i wrote earlier, the issue now is perception as it is a fact that inflation is also partly a result of perception. Most times Producer Price Index and Purchasing Managers Index (and retail business'es) exaggerate the impact of inflation more than necessary through fear and "in aid of preparation".   Thus, prolonged inflation is suffered by the masses.

This is why TIMING INFLATIONARY FORCES is central banks and ruling governments best friends. 

Central bank ok, but why govt, you ask? Because it reduces cost of previous debt. (Think MGS, bond markets and govt guarantees) Hutang lapok menjadi senang dibayar. 

But of course, this lowers currency value and thus citizens savings and standard of living suffers tremendously...and generational opportunity costs is increased thus limiting career and earnings on a individual basis for decades on end.

Not just _fiscal_ ( use national US dollar reserves to act as bulk purchaser and redistributing it to the B60 by retail through existing methods which also means subsidies can be reduced monumentally) nor _monetary_(increase OPR temporarily to reduce demand ) but timing it correctly.

[02/06, 10:17] Gunabalan: Issue from 2019 to now is not really inflationary price spikes but prolonged inflationary price spikes because that amounts to higher holding costs ( initially) for business but later becomes down ward price spiral as real demand drops and inventories remain high. 

Price and time sensitive goods are the most effected here.

Then, this sparks disinflation ( price drop in high cost environment - to reduce stocks) but this itself makes produces manufacture less and as time and supply chain issues increases, so does investments and goods movement...thus bringing the _cycle of illusionary slow_ business come real... and we have stagflation.....which is stagnant inflation which if allowed to continue....becomes deflationary recession. This whole process unfortunately, is slow train wreck situation, which means people dont see it happening in a flash, but it unravels slowly....over years. In this country's case it should last up to 2026.