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1st Jul 2022 14:55U.S., Daily Monitor, Weekly Monitor

Measures of supply-chain stress have returned to recognizably normal ranges...

...Inventory is shooting higher too, ex-autos, so gross margins will have to fall, perhaps rapidly.

The pace of margin re-compression will be the most important driver of falling inflation over the next year

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bls core pce core PPI fed gasoline healthcare implications inventories ism ism manufacturing July manufacturing March pce ppi PPI inflation rent surveys trade trade services u.s.

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Keywords for: As Supply Chains Revert to Normal, Margins--and Inflation--have to Fall

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