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The Supply Chain Is a Payment Chain in Reverse
Sally Kohn: The supply chain is a payment chain in reverse. If you're not producing, you don't need to finance the flow of goods commerce. She says that's why some people have dollar surpluses while others are not getting payments. And so because it's slipping away from them, she says, dollars are a bit tight.Kohn: It was very hard to kind of come up with a unified theme about whether this is going to be a net positive or a net negative for funding.