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Supply Chain Crisis?
Just in time supply chains aren't set up for this kind of disruption. It's a bit like what happened before the financial crisis, he says. People are less willing to spend money on goods than they were ecause they don't necessarily want to go and do things in more expensive places. And then you've got the problem of demand at a time when supply is so high. So i think you really have multiple things going on at the same time.