Amid constraints, shortages, and spiking diesel prices, freight volume slows, capacity opens up, freight rates may have peaked.
My Airlines Index plunged 14% for the week. Long-term, it’s even worse: -45% since Jan. 2018.
Amid transportation chaos & delays, high demand, soaring diesel prices, and labor shortages.
“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.