US supply chain stress is poised to intensify
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents the most stressed aspect of supply chains as input costs rose and firms exercised pricing power. Good news from the transportation front, however, was diminished by greater activity and labour pressures, while inventory tensions subsided slightly.
What you will learn:
- While backlogs at the Los Angeles and Long Beach ports fell during the month, elevated shipping costs and air freight demand – alongside the absence of positive news from the trucking front – has meant a continuation of logistics stress.
- Wholesale services inflation and durable and nondurable goods manufacturing costs remained high.
- Inflationary pressures are certain to grow given the Ukraine war’s impact on commodity prices.
Global Macro Service
Monitor macro events and their potential impact.Find Out More
Global Economic Model
Our Global Economic Model provides a rigorous and consistent structure for forecasting and testing scenarios.Find Out More
US Forecasting Service
Access to short- and long-term analysis, scenarios and forecasts for the US economy.Find Out More
US Industry Service
Outlook for 261 detailed sectors in the NAICS classification.Find Out More