Supply Chains
25 postsTrucking Investment Might Just Keep On Truckin'
What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even...
Trucking Investment Might Just Keep On Truckin'
What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even as shipping rates fall. This could be good news for the inflation, investment and climate outlooks.
We Might Be Seeing The Beginning Of An Auto Production Turnaround
New industrial production data are suggesting that domestic auto production may be recovering. This would be a much-needed disinflationary force against a backdrop where disinflation in new and...
Supply Chain Monitor: May 2023
Three Big Themes 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...
