Research Briefing | Jan 10, 2022

US supply chain remained strained at year end

Ipad Frame - US Supply chain remained strained at year end-1

Our US supply-chain stress tracker offers some encouraging news to kick off the new year. Pressures on the inventory front diminished in December, albeit modestly. However, logistics bottlenecks remained – despite improvement on the surface in our transportation tracker measure. Meanwhile, stress rose on the activity, price, and labour fronts. The Omicron variant threatens to jam the economy’s gears, intensifying already severe supply-chain problems.

What you will learn:

  • The impact on congestion of a new policy for Los Angeles and Long Beach requiring inbound ships to wait further offshore for an open berth
  • Inflation rate changes in December for durables manufacturing, wholesale services, and raw materials
  • How higher capacity utilisation rates, stronger shipments and forward-looking orders data will impact excess capacity as strong demand persists into 2022.

Back to Resource Hub

Related Services

Post

UK: Supply constraints are probably less prominent in the south

The extent to which UK employers can respond to likely 2024 interest rate cuts with increased output, rather than rises in prices and wages, will partly reflect the extent of spare capacity. This will inevitably vary by region. Evidence on this is imperfect, but in terms of capital assets (including intangibles) and labour availability, southern regions appear to be in a stronger position than those in the UK's traditional industrial heartland.

Find Out More

Post

Global Private equity real estate fund maturities spur asset sales

We expect the significant increases in fund maturities, spurred by capital raised over the past decade, to exert upward pressure on the rate of asset disposals as the funds approach the end of their lifecycles.

Find Out More