Supply chain bottlenecks improved in April yet remained significantly underwater. At the current pace, a full recovery will not take place until the first half of next year, implying that inflation will remain above the 2% target rate for the rest of this year and much of next year. While the impact ... READ MORE >
RSM US Supply Chain Index
RSM US Supply Chain Index: Bracing for more disruptions
Supply chain bottlenecks eased in March, but it won't be for long. Widespread lockdowns in China and prolonged geopolitical conflict in Ukraine will most likely assure another round of supply chain snarls ahead. Our RSM US Supply Chain Index rose 4.5% to 2.76 standard deviation below neutral. The ... READ MORE >
RSM US Supply Chain Index posted the best result in a year
As much of the world eases COVID restrictions, we believe that the worst of domestic supply chain issues are in the rear-view mirror. Yet rising infections in some countries, along with geopolitical tensions, could delay a full return to normal. After a dip in January because of the omicron ... READ MORE >
RSM US Supply Chain Index: Omicron pauses improvement
Stress in the U.S. supply chain increased in January as the omicron surge temporarily put some parts of overall production to a halt. While we still expect stress on U.S. and global supply chains to improve this year, geopolitical tensions associated with the imminent Russian incursion into Ukraine ... READ MORE >
RSM US Supply Chain Index: The worst may have passed, but choppy waters remain
The strength of the supply chain in the United States showed significant improvement for a second straight month in December after reaching a two-decade low in October, according to the newest data from the RSM US Supply Chain Index. The index rose 24% on the month to 3.12 standard deviations below ... READ MORE >
Chart of the day: Supply chain issues ease as demand-pull inflation rises
Estimates of logistics data in the RSM US Supply Chain Index, as seen in the index’s Nowcast, point to improved conditions in the U.S. supply chain heading into the end of the year. The demand-pull inflation—rising pricing pressure spurred by a shortage of supplies—that has altered at the Federal ... READ MORE >
Holiday inventory problem: Some firms are better prepared than others
As supply chain bottlenecks continue to plague the economy, hampering output and raising prices, many analysts have warned that there will not be enough goods in stock for the holiday shopping season. Our new RSM US Supply Chain Index also reached a two-decade low in October, pointing to a problem ... READ MORE >
Introducing the RSM US Supply Chain Index: Sustained growth depends on retooling
The infrastructure that supports the domestic and global economies has experienced a significant stress test over the past few years. The twin policy shocks caused by the 2017-2020 trade war and the decision to effectively shut down elements of the global economy during the pandemic have resulted ... READ MORE >