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05.06.26 - 12:18
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Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears (ZeroHedge)
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Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears
Nearly three weeks ago, UBS analyst Pierre Lafourcade reactivated his desk's supply-chain watch coverage after stress across global supply chains was "rising at its fastest pace since the early pandemic." That warning is now increasingly getting louder by the week, with ongoing disruptions around the Hormuz chokepoint and the resulting energy supply shock, pushing up input, freight, and other logistics costs across the global economy.
Weeks after Lafourcade's warning, which can be read here, the May 2026 Logistics Managers' Index Report showed transportation costs surging to the highest level in the index's nearly 10-year history, while transportation capacity fell and transportation utilization remained elevated.
"Supply chains have been resilient despite these ongoing disruptions. However, in the past this level of elevate cost has eventually led to significant levels of supply-driven inflation," the repor...
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05.06.26 - 08:48
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India Holds Key Interest Rates; Upgrades Inflation Forecast (RTTNews)
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The Reserve Bank of India left its key policy rates unchanged on Friday, and upgraded its inflation outlook citing higher oil prices and monsoon uncertainty. The Monetary Policy Committee, governed by Sanjay Malhotra, unanimously decided to hold the policy repo rate at 5.25 percent. The committee also decided to continue with the neutral stance....
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