Category Archives: The Economy

Ships and Chips

Market Minute

October 2021 – Scott Rosenquist, CFA®

The global supply chain continues to show signs of strain as shortages of labor, transportation, and storage coincide with strong demand for goods going into the holiday season. The ports in California have a record number of ships waiting to unload while there are not enough truck drivers to move the containers. Covid-related shutdowns to factories across the globe has limited the production of important components such as semiconductor chips. The auto industry has lost production this year due to the chip shortage. All these issues highlight the importance of supply chains to the economy.

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