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Sign InCheck out the accompanying pdf and chart collection. (1) From JIT to JIC. (2) Not so easy to go back to JIC. (3) From demand shock to supply shock. (4) Auto industry invented JIT, and is now crippled by it. (5) Lowering and raising our real GDP through the end of next year. (6) Raising our inflation forecast. (7) Supply-chain indicators. (8) Santa will have plenty of good excuses for not delivering all the goods. (9) Is California to blame? (10) Amazing Amazon has hoarded all the truckers, trucks, and cargo planes!
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