Supply Disruption Index vs. U.S. Core CPI Inflation (Leading Indicator) Is U.S. core CPI inflation finally peaking? The supply disruption index tends to lead U.S. core CPI inflation by one month. Image: Alpine Macro
Inflation – Supply Chain Disruption/Backlog Composite Surging searches for supply chain disruption and backlogs could lead to inflation risks. Image: Topdown Charts
How Long Do Americans See Coronavirus Disruption Lasting? 51% of Americans see coronavirus disruption lasting a few more months. Image: Statista
Inflation and Supply Chain Disruptions Chart suggesting that supply chain disruptions have no material impact on inflation. Image: J.P. Morgan
Oil Market Disruption This chart suggests that “the oil market can cope with a larger Saudi disruption for several months.” Image: Goldman Sachs Global Investment Research
Major Oil Supply Disruptions As a reminder, disruptions in the oil market have always led to higher oil prices. Image: BofA Merrill Lynch Global Research
Effects and Durations of 19 Oil Market Disruptions This table shows that disruptions in the oil market have always led to higher oil prices. Image: PKVerleger, LLC
Oil Prices and Consensus Capex Could oil capex cuts lead to supply disruptions? Image: Morgan Stanley Research
China Exports YTD China’s exports strengthened in August, despite disruptions. Image: The Daily Shot
Global Debt Is Surging Rising debt levels and growing overvaluation of assets increase the risk of financial disruption in the future. Image: Deutsche Bank Research