Supply chains remain wonky… and will continue that way for awhile (Jason Miller blog part 4)
NC State SCRC
FEBRUARY 22, 2022
Freight was completely flat… Until 2001, when they exploded upward. Inventory is piling up in warehouses. Retail ex auto inventories are an interesting situation. Seasonally adjusted, deflated inventories for retail (excluding automotive inventory) exploded upward in December. In other cases (e.g.
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