Supply chain issues don’t slow deliveries as much as consumer demand

  • Strong consumer demand is the main reason for supply snarls.
  • Some experts still think the supply system is the bigger problem, though.
  • But if demand is the problem, Fed rate hikes may help.

Supply chain bottlenecks that are disrupting deliveries to shoppers and businesses – while driving inflation to 40-year highs – mostly have been traced to pandemic-driven worker shortages at factories, ports and warehouses.

But some top analysts say there’s a bigger culprit: You.

Soaring consumer demand – for TVs, sofas, appliances and much more – is the predominant force behind the supply snarls rather than kinks in the global delivery network, these experts say.






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