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Moody's Talks - Inside Economics
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The Unwinding of Pandemic-Induced Supply Chain Stress
It is the unwinding of everything that's happened over the past two years with the pandemic and the Russian invasion of Ukraine, further exacerbating supply chains. So it's just all of that coming back down to earth. The other alternative explanation is demand side push. That was more of a role last year, whereas this year is not as much. It's hard to connect those dots.
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