Supply Chains Archives - Capitol Development Account

INFLATION AND MULTIPOLARITY

I do not think it is a stretch to write the ties that bind the global economy together and delivered goods in abundance across the ...

20 May, 2022

ANOTHER UGLY DAY

Covid in China, war in Europe and changing perceptions about the invincibility and massive ownership of Big Tech companies are ...

27 April, 2022

GDP DISAPPOINTED BECAUSE OF SUPPLY CONSTRAINTS

GDP expanded at a 2.0% annualized rate during the third quarter following a 6.7% pace in the second quarter. The deceleration reflected a ...

29 October, 2021

BEIGE BOOK CHARACTERIZES THE ECONOMY AS EXPANDING AT A MODEST OR MODERATE RATE

The Beige Book or the statistical compilation utilized at the upcoming Fed meeting characterized the economy as expanding at a...

21 October, 2021

WILL BOTTLENECKS TAKE UPON ANOTHER DIMENSION?

Zinc prices surged 12% Friday, the result of surging energy costs that is curtailing European production. It is well documented China is facing a severe energy crisis that ...

18 October, 2021

CPI EXCEEDED EXPECTATIONS…PPI RELEASED AT 830

The CPI rose in September more than forecast, rising by 0.4% from August. Compared with a year ago, the CPI rose 5.4%, matching the largest annual gain since ...

14 October, 2021

WILL THIS WEEK BE OF GREAT SIGNIFICANCE?

In thin Columbus Day trading, the S & P 500 erased earlier gains and closed at session lows amid an intensifying debate on whether inflationary pressures will be ...

12 October, 2021

A DISAPPOINTING LABOR REPORT

Wow! September’s labor report vastly disappointed. Non-farm and private sector payrolls increased by 194k and 317k, respectively, versus estimates of a ...

11 October, 2021

WILL THE SUEZ CANAL BECOME A MARKET NARRATIVE?

Will the selloff in the Treasury market continue? Investors have historically required a yield bonus (aka risk premium over a specific benchmark) to...

29 March, 2021

IS THE RISE IN THE CPI A ONE-OFF EVENT?

Core consumer prices rose considerably more than expected in August, a rise principally due to a 5.4% surge in used car prices. Such an increase is unusual this early in the...

14 September, 2020