The global economy is still facing supply chain disruptions, which are contributing to high inflation. The good news is that these disruptions appear to be easing. Labor disputes involving US rail workers threaten to cloud the outlook for the global economy by creating more supply chain disruptions.
The transit of goods has mostly recovered from the initial shock of the war in Ukraine, Konstantin Krebs, managing partner at Capstan Capital, an investment banking firm that works with investors in containers and container shipping, told me. He said that while it's still difficult to predict what will happen next given the unpredictable nature of global politics, he is optimistic about the future. "Containers are coming back onstream, and you can feel that," Krebs said. The Global Supply Ch...