3 min read

Supply Shock Recession?

By: Altegris Research (Curators) on 6/3/22 2:00 PM

Weekly Round-Up
Featured Image

Weekly Round-Up: Issue 060322

 
POWER PRICES

High summer power prices, reliability concerns anticipated in Western half of US | S&P Global

 

 
Supply Chain Challenges

Rethinking Supply Chains: A Look at the Challenges Companies are Facing | CME

 

 
Freight Refresher

High freight costs for importers means higher price tags for consumers | Freightos

 

 
Inventory Buildup

Amazon says it has 'too much space right now' after doubling warehouse footprint during the pandemic | Yahoo News/Business Insider

 

 
FED UP

Peak Policy Error | Alhamabra Partners

 

 
Ugly QT vs Beautiful QT

The Sherman Show: Mapping Flows, Tracing Bottlenecks in Liquidity with Zoltan Pozsar | DoubleLine

 

 
ESG Dogpile

Dimensional’s ESG Boss Voices Doubts Over Industry Promises | Bloomberg

 

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