Guide To The Supply Chain Monitor
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.
Supply Chains
25 postsSeptember Supply Chain Monitor
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.”
Contingent Supply: New Benchmarks Can Define and Deepen the Lithium Market
Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research...
Paid-members
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.
It's About The Supply-Side: How The Phillips Curve 'Motte-and-Bailey' Misses and Misspecifies Inflation Dynamics
Summary Inflation and interest rates remain high enough that now is not a time for 'soft landing' victory laps, but the growing and broadening evidence of...
