The pandemic revealed how vulnerable our economy is to supply chain disruptions, with shortages driving price increases across multiple sectors. Our Supply Chain Monitor tracks bottlenecks in key industries and transportation networks that can affect prices and production capacity throughout the economy. We analyze shipping costs, delivery times, inventory levels, and component availability across critical sectors like semiconductors, housing materials, and energy.
Supply Chain Monitor
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80 Posts
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Dec 13, 2023
As part of our project to monitor the supply side, we closely track each month’s new data. The PPI release is key for understanding how inflationary pressures propagate through the costs that firms face for intermediate inputs.
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Dec 01, 2023
It is clear from this month’s manufacturing commentary that an industrial slowdown may be afoot.
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Nov 29, 2023
With apologies for delay over the Thanksgiving holiday, we present the data recap for Industrial Production.
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Nov 20, 2023
This month’s release saw continued disinflation in many sections of the Producer Price Index, but a look at the chart for the Final Demand index tells the whole story: producer prices have been parked since June of last year, up just 1.3% over that time period.
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Nov 09, 2023
Trade continues to slow with the broader economy.
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Nov 07, 2023
In every month of the past twelve months, public spending on construction increased. This has never happened before in this dataset, and it is double the next-longest period of continuous increase.
Oct 27, 2023
What a great GDP print. 8.5% nominal growth, and 4.9% inflation-adjusted on the first revision.
Oct 23, 2023
Rather than careening from disaster to disaster, we might just be having an economy for the time being. The pandemic showed clear deficiencies in capacity and capabilities across a range of sectors, most of which are taking steps to address those deficiencies now.
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Oct 17, 2023
