Co-host of the Odd Lots podcast and 'What'd You Miss?' on Bloomberg TV. Editor. Fan of the Bakersfield Sound.
Joe Weisenthal @TheStalwart
·
Mar 29, 2022
This is a great, must-read thread from @freightalley. All of it. Trucking market coming back into balance. Prices coming down. Demand slowing. Inventories building up after anticipatory over-ordering last year. Just one part of the overall supply chain, but a critical one.
Joe Weisenthal @TheStalwart
·
Mar 15, 2022
Good thread on the historically rapid labor market recovery. Almost all the talk these days is about inflation, and whether behind the curve, and the fact that jobs came back blisteringly fast vs. historical patterns and the expectations of economists remains under-appreciated.