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Tag: supply chain crisis

The Black Sea Is Becoming Uninsurable

The Black Sea is rapidly becoming too dangerous for international commerce. Commercial vessels have been attacked near Romania, Bulgaria, Ukraine, and Russia within...

Trucking Bankruptcies

At least 16 trucking, delivery, and transportation companies entered bankruptcy proceedings between late August and September 21. These filings extend across...

The Strait of Hormuz Is Repricing the Entire World Economy

The politicians continue to speak about the Strait of Hormuz as though this were merely a regional dispute between Iran and its neighbors. That is complete...

Strait of Hormuz Nearly Deserted

The world seems to have learned absolutely nothing from COVID. Governments destroyed supply chains through lockdowns, shortages spread from semiconductors to...

US Manufacturing Booms But the Supply Chain Is Worse Than the Pandemic

CNBC reported on the latest Institute for Supply Management survey, and the comments from manufacturers should frighten anyone who thinks inflation has been...

US Supply Chain Issues on the Horizon

Businesses cannot properly determine how much or when to buy due to ever-changing tariffs. Tariffs will certainly not halt trade, but they have caused a kink in the...

Business to Consumer Supply Constraints

Supply chain constraints have begun as a result of companies wishing to avoid US-implemented tariffs. Germany-based DHL has suspended all business-to-consumer (B2C)...

Food Inflation on the Rise

Our models do not indicate that food inflation will ease in 2025. In fact, I have repeatedly warned that people may want to stockpile food for the next two years as...

America Needs Truckers

America has lost 1,544,700 trucking jobs on a seasonally adjusted basis. There are 30,000 less truckers on the road now compared to July 2023. Demand has not waned...

Powell Pessimistic After Q1

Powell reiterated this week that he does not see any short-term need to lower interest rates. The Fed remains delicate in its speech to the public. They knew that...