J.P. Morgan Asset Management company blog

Dude, where’s my stuff

The global supply chain mess will require increased vaccination and acquired immunity, semiconductor capacity expansion and the end of extraordinary housing/labor supports to resolve. A close look at some very anomalous charts on shipping, semiconductors, inventories, labor shortages, foreclosures and mortality.
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Tech Industry & BusinessSociety, Policy & Culture2021

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Sep 28, 2021Dude, where’s my stuff by throw0101a359350

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