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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May 16, 2023
We are starting to see some evidence of the long hoped-for supply response to pandemic price increases in this month’s monitor. One long-running shortage ended, leaving only three 2+ year long shortages remaining from the pandemic disruption.
Investments in improving and expanding the grid are potentially a strong tailwind to the macroeconomic investment picture. Just electrical transmission, distribution and industrial apparatus represents around 5% of business equipment, around 2% fixed investment and around 0.3% of GDP...
The Fed is worried about PCE Core Services ex-Housing (CSXHP) because it sees this category as the least likely to see disinflationary progress owing to wage pressures. However—as we have pointed out—CSXHP is composed of...
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May 01, 2023
The Fed is worried about PCE Core Services ex-Housing (CSXHP) because it sees this category as the least likely to see disinflationary progress owing to wage pressures. However—as we have pointed out—CSXHP is composed of a number of components...
Apr 14, 2023
At Employ America, we have argued that shortages of physical productive capacity played a major role in the inflation seen during and after the recovery from the pandemic recession. In order to analyze the impacts of shortages and their resolution, we have been tracking reported shortages and comparing them to
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Apr 14, 2023
Mar 21, 2023
This is the first edition of our Supply Chain Monitor. We plan to update this monitor on a monthly basis for our Premium Donors. If you’re interested in gaining access to our Premium Donor distribution, please feel free to reach out to us here for more information. SupplyChainMonitor March23
Feb 23, 2023
In order to analyze how these shortages resolve themselves we have been tracking reported shortages and comparing them to indices of industrial production and prices faced by producers.
