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
Read the Latest
Read the Latest
80 Posts
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Oct 12, 2023
PPIs point to stabilization on the supply side.
Hard and Soft Data Are Converging On “Steady” --- Growth With Moderating Inflation Pressures --- Electrical Equipment Shortages Hit Three Year Mark --- Uncertainty Is Falling
Sep 20, 2023
A quickstart guide for reading the monitor and an explanation of why this monitor is necessary and the role it can play in improving discussion of macroeconomic policy.
Sep 20, 2023
Each month, we publish a public version of the donor-exclusive Supply Chain Monitor to better inform macroeconomic discussion about developments on the “supply side.”
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Sep 14, 2023
Today’s PPI data came in largely as expected, and given that the Fed’s Industrial Production data comes out tomorrow, the reflections on PPI here will be minimal.
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Sep 06, 2023
Today, we have updates for our shortage monitor as well as new data on nominal import volumes. Across these, we see a few interesting themes.
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Sep 01, 2023
Today’s ISM Manufacturing PMIs are consistent with a soft landing through repaired supply chains and the conclusion of bullwhip dynamics.
Aug 21, 2023
Last Update: Thursday, August 16, 2023 Next Update: Friday, September 1, 2023 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
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Aug 16, 2023
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.
