Some evidence of global supply-chain easing: the speed of container ships at sea is increasing, indicating they expect faster through-put when they arrive at port.
Retail Sales and Supply Chain Stress Monitor
Retail Sales and Supply Chain Stress Monitor
Wednesday, March 16, 2022
Business inventories are now finally well above trend after two years of lagging. The problem is that sales are even further above, with no fiscal drag showing at all. So the inventory/sales ratio is still scraping the bottom.
Retail Sales and Supply Chain Stress Monitor
Wednesday, February 16, 2022
A new member of the Data Insights family, focusing on the painful post-pandemic repair of dysfunctional supply chains in the US and the world economies. It will be published monthly, coincident with US retail sales and inventories. We'll be adding lots of new indicators, so stay tuned.