Discover and read the best of Twitter Threads about #bottlenecks

Most recents (6)

While there is still considerable uncertainty over the forecast for #inflation, we think both Core #CPI and #PCE inflation peaked in March and February, respectively, and should move appreciably lower by the end of 2022. Image
Throughout the pandemic, strong disposable #income and limited services spending fueled consumer #spending on goods and high goods volumes created #bottlenecks and extreme #inflation. Image
Eventually, excessively easy #MonetaryPolicy caused this robust #inflation to broaden into less disrupted categories.
Read 6 tweets
The London Ambulance Service operates 450 ambulances; 2500 extra calls a day means an extra ~5 calls per ambulance.

Actually, 100 can’t be operated because staff is sick. So it’s an extra 7 calls per ambulance.

Meanwhile, three months ago
The ambulance service asked help to the fire brigades, but their staff is sick too.
Read 5 tweets
The opening seminar for the Indonesian G20 presidency was a good opportunity to take stock of #bottlenecks and #inflation risks

A thread follows…
Supply bottlenecks have grabbed all the headlines recently, but longer-term structural changes brought about by the pandemic (labour markets, especially) are important to understand where we are headed…
But first, a recap of where we stand on #bottlenecks

The sharp swings in some commodity prices (lumber, iron ore, coal) are suggestive of #bullwhip effects

For their part, shipping costs look to have peaked
Read 26 tweets
The inflation surge has brought #bottlenecks under the spotlight

Today's #BIS_Bulletin takes a closer look at what's going on and what we might encounter going forward

A short thread follows…
Bottlenecks started out as disruptions to supply, but they have morphed into something more

Key point to bear in mind: in aggregate at least, supply has caught up to pre-pandemic levels in key sectors like semi-conductors as well as in raw materials and shipping
So, what then is going on?

Two factors are key: (1) shift in composition of demand and (2) the endogenous changes in behaviour that's given rise to bullwhip effects

Let me takes these in turn
Read 16 tweets

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