Tag: Supply Chain

3 posts
Leave a comment Inflation: higher for longer Leave a comment

Inflation: higher for longer

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Ahead of the FOMC minutes, the markets have shrugged off the inflation news this week as the reduction in the Russia/Ukraine tensions have calmed fears. The shift from tech-above-all-else to revenge-of-the-non-nerds (reopening) has lifted parts

Leave a comment Supply Chains: why the mess and when will it end? Leave a comment

Supply Chains: why the mess and when will it end?

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“This quarter, and I think we’ll continue to see that a little bit in Q2 and Q3, had some of the most difficult supply chain challenges that we’ve ever experienced in the life of Tesla

Leave a comment US Delta Surge Peak: mid-September Leave a comment

US Delta Surge Peak: mid-September

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There is a global infection surge of the Delta COVID variant driving governments and companies to enact policies to reduce the risk. New Zealand, China (selective provinces/ports) and Hawaii are prime examples of governments moving