This fuels domestic demand, pushing up pressure on prices, particularly of commodities.
This time it is the inflation bubble, particularly in commodities.
The quality of private-label goods has improved, making it harder for consumers to discern any difference between a store's brand and a more expensive rival, particularly for commodities such as paper towels or milk.
This vicious allocation shift could move investors from bonds to stocks and commodities, particularly.
Risk appetite, particularly for the industrial commodities, shot up after the positive manufacturing data out of China and a very positive quarter-over-quarter GDP figure out of Australia.
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That's why commodities, particularly gold, plunged long before stocks did.
In the post, I pointed out some of the problems of comparing collectibles to traditional investments such as stocks, bonds or commodities, particularly when the data used to construct collectibles indices, whether they are focused on art or stamps or coins or furniture or watches, can be highly selective.
There will be further upwards price pressure from investors looking to cycle back into commodities, and particularly oil after the start of the New Year.
Speaking at the Bloomberg Link Inflation Conference, portfolio managers Lincoln Ellis of Linn Group and Jennifer Fan of Arrowhawk Capital, along with MIT Professor Roberto Rigobon, made the case for a new normal in the commodities complex, particularly as it relates to food and agricultural products.
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Commodities like oil are particularly sensitive to the value of the dollar, while U.S. demand is important for global demand.
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And other commodities have also been climbing in what has been a particularly strong year, though most prices still remain well short of levels seen during the commodities surge of 2007-08 that helped precipitate the global recession.
The recent populist uprisings in the Middle East and North Africa have had a particularly interesting impact on the rise of commodities prices.
FORBES: After The Gold Rush -- Commodities Prices: Why So High?
Some believe that the characteristics of gold, particularly its durability relative to most other commodities, make it uniquely suitable as a monetary base.
It said it expects inflation to remain subdued for some time, but removed prior warnings that inflation would fall to undesirably low levels, perhaps a nod to increasing commodities prices of late, particularly oil.
The commodities boom makes two Brazilian stocks particularly attractive.
Metals markets are particularly attractive for sharp operators because, unlike some other commodities, or equities, the underlying asset can be stored indefinitely without spoilage or change.
Then again, as the Bank of England has reminded us, it has often been "special factors" pushing inflation up in the past few years - particularly, big changes in the price of oil and other commodities.
The materials to make plastics have been particularly high in recent months due to a general rise in the cost of commodities.
While commodities are generally quite responsive to macro events, gold has been particularly targeted by investors in times of intense stress and high uncertainty.
FORBES: Can Gold Bulls Keep It Going After Japan's Big QE And A Weak Jobs Report?
The Internet is bearish for retailing because it is at its core a price-discounting medium, particularly for toys, books and computers, which are easy-to-sell commodities.
He's also a proponent of ETFs because they offer diversification, particularly into asset classes that investors might not be as comfortable navigating on their own, such as commodities and currencies.
You should have noted that in the mid-1980s prices for agricultural commodities on which New Zealand depended hit their lowest level ever (thanks to agricultural subsidies, particularly in Europe and America).
"A further slowdown in China would affect commodity exporters in the region particularly strongly, since, with the exception of Timor-Leste, China is their major trade-partner in commodities, " the World Bank said in its latest report on the region.
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