Industrial Production

This is part of our Supply Chain Monitoring series usually made available exclusively 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. The semiconductor shortage has been a major narrative throughout

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

“For the first time, we [central bankers] have had to really study [supply chains] carefully” - Chair Powell As we have argued, a substantial portion of post-pandemic inflation can be traced to supply chain disruption. What was a loosely woven mesh pre-pandemic snapped and disconnected in different places, for different

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.