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A bunch of charts showing how supply chains have improved⛓
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A bunch of charts showing how supply chains have improved⛓

But is supply improving or demand deteriorating? ⚖️

Sam Ro, CFA
Aug 4
11
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A bunch of charts showing how supply chains have improved⛓
www.tker.co
(Source: Getty)

Supply chains have improved considerably in recent months.

The New York Fed’s Global Supply Chain Pressure Index1 — 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.

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