Summary:
Shift in sectoral demand away from services toward consumer goods owing to the pandemic. The new trend toward "nesting" will likely persist for some time owing to hysteresis.McKinseyShortages of everyday products have become the new normal. Why they won’t end soon.Jaana Remes and Sajal Kohli
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Shift in sectoral demand away from services toward consumer goods owing to the pandemic. The new trend toward "nesting" will likely persist for some time owing to hysteresis.Shift in sectoral demand away from services toward consumer goods owing to the pandemic. The new trend toward "nesting" will likely persist for some time owing to hysteresis.McKinseyShortages of everyday products have become the new normal. Why they won’t end soon.Jaana Remes and Sajal Kohli
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Lars Pålsson Syll writes Monte Carlo simulation explained (student stuff)
Mike Norman writes Corporate buybacks
Mike Norman writes Month end settlements
Angry Bear writes Biden finalizes rule opening up Obamacare to DACA recipients
McKinsey
Shortages of everyday products have become the new normal. Why they won’t end soon.
Jaana Remes and Sajal Kohli