This is the Final Supply Chain Monitor in this exact format. Starting in September, newsletter subscribers will receive updated monitors as each data source comes out, along with commentary that focuses on how each new data release impacts our understanding.
As long as nothing bad happens — no gnarly inflation prints, no more supply-side shocks, no more land wars in Europe — we look to be on the soft landing path.
A revamped Fedspeak table and a new direction for Fedspeak.
This is the first in a recurring series on what the underlying detail tables can tell us about the path of investment across the broader macroeconomy.
