The Supply Chain: Major Themes For Fixed Income Investing
The “supply chain” is shorthand for the process of numerous inputs that go into delivering what consumers and businesses want or need to purchase. If that definition sounds vague, that would be because it is.
Hot takes and misunderstandings of what the supply-chain concept represents, why parts of it are broken now, and what that portends for the economic outlook are de rigueur in 2021. This piece will address these issues, as well as inflation -- a topic especially relevant to fixed income.
About the author