Operator
Good day and thank you for standing by. Welcome to the JELD-WEN Holding Incorporated Second Quarter 2021 Earnings Call. [Operator Instructions]
I would now like to hand the conference over to your speaker today, Chris Teachout, Director of Investor Relations. Thank you and please go ahead.
Chris Teachout
Director, Investor Relations
Thank you. Good morning, everyone. We issued our earnings press release this morning and posted a slide presentation to the Investor Relations portion of our website, which we will be referencing during this call. I m joined today by Gary Michel, our CEO; and John Linker, our CFO.
Before we begin, I would like to remind everyone that during this call, we will make certain statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are subject to a variety of risks and uncertainties, including those set forth in our earnings release and provided in our
And while JPM has long been in the transitory bandwagon, the bank s strategist Andrew Tyler admits that in a crack to the party line, his view is that we’ll see inflation expectations continue to move higher over the summer, as we see improving macro data (NFP, CPI, PPI, and Retail Sales the most topical).
To help investors formulate their own inflation expectations - especially amid rising strains on the global supply chain created by COVID - he presents out the following charts:
LAD vs. KMX vs. IYT vs. SPX
ISM vs. CPI vs. PPI
ISM vs. 5Y BREAKEVENS vs. 5Y5Y INFLATION SWAPS