“Nothing Goes to Heck in a Straight Line,” except supply chains.
Getting ready for the holiday selling season.
Some disruptions are “transitory,” but the spiral that the mix of ongoing over-stimulation has set off is anything but “transitory.”
“No way did I realize how difficult it was going to be to try and get people to come to work these days”: CEO of CSX.
They’re getting passed on and feed into the inflation scenario.
“Turns out it’s a heck of a lot easier to create demand than it is to bring supply up to snuff”: Jerome Powell
The recovery as it were, after everything went to heck but didn’t.
Enormous uncertainty about the structural change in the lucrative business travel segment.
But shipment volume, though strong, is not at record levels.
Exactly at the worst possible time. Ripple effects to be felt for months.