The Soapbox

fishhoo

Joined: 02/27/2004 Posts: 1347
Likes: 2854


Yes


Entirely expected imo -- all supply chains are obviously very different, but I think it is safe to say that so many items today have relatively tight supply chains -- whether product is being used as an input for a further manufactured item here or a final item to be consumed. Uncertainty like this breeds panic in various degrees -- simply not knowing how to forecast future cost and inventory and regardless of how one tries to guess -- ultimately assuming things are more likely to cost more in the future, so a natural tendency to put pressure all the way through supply chains right now. This is why the comments of "surprise" by Ross and others are so frighteningly ignorant. I have no doubt that he is a smart enough guy in his particular area, but to be so blind how many if not most supply chains across a wide swath of items are likely to react -- not only stupid but you have to be almost willfully deaf because this is being preached so hard by those on the front lines.

(In response to this post by KCHoo)

Posted: 06/25/2018 at 1:39PM



+3

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Current Thread:
 
  
Trade wars having an impact -- WahooMatt05 06/25/2018 09:54AM
  The DOW is only down ~450 points today ** -- Hoo TV 06/25/2018 3:04PM
  One of the FT commentators characterized it as -- Faz d. Hoo 06/25/2018 12:44PM
  That's like the old joke .... -- HowieT3 06/25/2018 1:37PM
  Slash and burn ** -- NJHoo 06/25/2018 12:54PM
  America First!** -- FfxStationHokie 06/25/2018 12:17PM
  If you wanna hear some cussing that'd make RQ -- Shenhoo 06/25/2018 10:46AM
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  Oh, that's just one of many legit fears. ** -- hoolstoptheheels 06/25/2018 10:44AM
  There are examples across multiple industries -- fishhoo 06/25/2018 10:19AM
  Yes -- fishhoo 06/25/2018 1:39PM
  Trade wars are good, and easy to win ** -- Hoo TV 06/25/2018 09:58AM

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