It’s Mostly a Demand Shock, Not a Supply Shock, and It’s Everywhere | article by Melissa Saphier - Upcarta

It’s Mostly a Demand Shock, Not a Supply Shock, and It’s Everywhere

Article
Nov 4, 2021

Melissa Saphier

@MelissaSaphier

Read on www.bridgewater.com

Monetary Policy 3 created a self-reinforcing demand explosion that is getting harder, not easier, for supply to keep up with.

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Preston Pysh @PrestonPysh · Nov 8, 2021

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This is an outstanding read by @RayDalio's Bridgewater. It covers the supply chain impacts. Full of awesome charts & analysis. "With demand outstripping supply everywhere you look, policy makers are unlikely to be able fix shortages across the board."