Many assume increasing the throughput of the supply chain to meet overstimulated demand over the short term is doable
Last week I wrote about the growing Logistical Sandpiles problem. It shows no sign of improvement. That’s not good, but I think this situation is also a clue to our deeper problems.
But if the problem is the supply chain is at capacity now, expanding will be hard/impossible over the next several months.
My friend Jim Bianco explained what is happening in a magnificent Twitter thread you should read. I’ll excerpt his key points and charts.
John Mauldin 22 October 2021
Shortages throughout the supply chains on which corporate America depends are translating into widespread inflationary pressure
FT 23 October 2021
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