'Beyoncé blip' shows inflation could flare up again, Morgan Stanley says

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'Beyoncé blip' shows inflation could flare up again, Morgan Stanley says
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The 'Beyoncé blip' of Sweden should remind investors that inflation could flare up again unexpectedly, Morgan Stanley says

The bank's global chief economist Seth Carpenter said in a note to clients Sunday that prices could unexpectedly soar again later this year, because until recently COVID had still been stifling demand in certain sectors.

He pointed to Sweden – where Beyoncé's Renaissance World Tour started last month – as evidence that the US Consumer Price Index could soon give markets a nasty surprise. The Nordic country"demonstrates how much residual pent-up Covid demand there can be, especially in services, and how it can show up where you least expect it," Carpenter wrote.

Last week, Sweden reported higher-than-expected inflation of 9.7% in May, with soaring hotel and restaurant prices fueling the surge.

"We should not be surprised if hikes resume when data do not cooperate," Carpenter wrote."The Beyoncé effect should keep us from getting too complacent."

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