Prices Are On The Rise & Baskets Are Shrinking

Prices Are On The Rise & Baskets Are Shrinking

Consumer expectations for inflation may be the key economic indicator to watch in the week ahead, as forecasts are rising at a pace last recorded in 2011. In this RTD Live Talk, I touch on the deliberate attack on the global supply chain and corporate cooperation to...
The Economic Cataclysm Ahead

The Economic Cataclysm Ahead

To understand the economic cataclysm ahead, do the math. Those expecting the Covid-19 pandemic to leave the U.S. economy untouched are implicitly making these preposterously unlikely claims: 1. China will resume full pre-pandemic production and shipping within the...
Supply Chain Barometer?

Supply Chain Barometer?

The average person doesn’t think or care about the supply chain. The supply chain is the process of getting your stuff from where it is made to the place where you can buy it. We don’t have to think about the when, where and how scenarios. We merely go the store,...
Fake Markets Are on Collision Course with Reality

Fake Markets Are on Collision Course with Reality

Keeping up appearances is about to get a lot harder for the central planners trying to manage perceptions of the U.S. (and global) economy. The coronavirus is going to have a meaningful impact on global supply chains, even if stock market cheerleaders haven’t fully...