Here’s what it will take to resolve the supply-chain disruptions roiling the U.S. economy

Here’s what it will take to resolve the supply-chain disruptions roiling the U.S. economy
·4 min read

This earnings season has been all about supply-chain disruptions — what they mean for supply, obviously, but also demand. According to FactSet, 107 companies in the S&P 500 have mentioned the phrase “supply chain” in their earnings calls over the past month, which to put in perspective compares to the 129 companies using the all-important word “revenue.” Spencer Hill, an economist at Goldman Sachs, laid out the road map how in an interesting note.

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