Biking to conclusions
Report Date: 17th September, 2021 Disruption of supply chains will have significant effects on current global growth, inflation and equity margins. But it goes beyond this. There are long-term consequences for the architecture of the world economy. This report goes from the micro of biking to Chinese ports, through the theory and reality of supply-chain shocks to the ultimate consequences for the shape of the world economy and its governance.
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