A bunch of charts showing how supply chains have improved⛓

But is supply improving or demand deteriorating? ⚖️

Aug 4

Supply chains have improved considerably in recent months.

The New York Fed’s Global Supply Chain Pressure Index 1 — a composite of various supply chain indicators — fell in July to its lowest level since February 2021, meaning supply chains are easing.

The Global Supply Chain Pressure Index. (Source: NY Fed)

One of the most intuitive measures of supply chain health is supplier delivery times, which hit their longest points on record last fall.

Keep reading with a 7-day free trial

Subscribe to TKer by Sam Ro to keep reading this post and get 7 days of free access to the full post archives.