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The Potential Consequences of a New China COVID Lockdown

The Breakdown

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Supply Chain Disruption Continues

Supply chains remain disrupted and clog. Work force participation remains low, creating inflationary pressure on wages. Now we've got this conflict in ukraine that is politically blocking access to one of the world's biggest exporters of a lot of the raw materials that drive the global economy. In other words, this is a much dicier situation for further supply chain disruptions to come into than the first one. There are questionsf india, will it take advantage of cheap energy and food from russia that no one else is willing to buy because of the potential political implications and risk us sanctions wrath. And what about continued trade and reserve currency questions? We continue to get more drib

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