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Supply Chain Monitor Update: Shortages and Trade
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.
Alex Williams
175 postsThe Biden Administration Can Manage Upside Oil Price Risk While Building a Better SPR
Introduction Oil markets have always been a geopolitical concern. Widening crack spreads (reflecting a tighter market) suggest that the emphasis today may be on the “geo,” rather than...
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Supply Chain Monitor: ISM Manufacturing
Today’s ISM Manufacturing PMIs are consistent with a soft landing through repaired supply chains and the conclusion of bullwhip dynamics.
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Fedspeak Monitor
This week saw a flurry of Fedspeak as policymakers gathered for the summer monetary policy summit at Jackson Hole.
