An analysis of the concentration of key commodities in supply chains shows why the Russia sanctions are having some outsized effects.
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Friday, July 24, 2026
Global Supply Chains Rattled by Winds of War
Topics: Auto industry, Commodities, Economic fundamentals, Europe, Globalization, Guest Post, Legal, Russia, Science and the scientific method, The dismal science
Posted by Yves Smith at 9:55 am | 17 Comments »
Links 6/9/2022
Topics: Guest Post, Links
Posted by Lambert Strether at 6:55 am | 137 Comments »
The Tricky Question for Russia of How Far to Go
Why Russia has some tough decisions in the offing.
Topics: Doomsday scenarios, Europe, Politics, Russia
Posted by Yves Smith at 6:54 am | 134 Comments »
Housing Bubble Getting Ready to Pop: Mortgage Applications to Purchase a Home Drop to Lockdown Lows, “Bad Time to Buy” Hits Record amid Sky-High Prices, Spiking Mortgage Rates
The increase in interest rates is finally denting mortgage and housing activity of all sorts.
Topics: Economic fundamentals, Federal Reserve, Guest Post, Investment outlook, Real estate
Posted by Yves Smith at 5:41 am | 27 Comments »
How Will American Oligarchs Keep Control?
It’s easy to forget that at the end of the Roman Republic, the Republic did end. Will our oligarchs engineer a similar regime change?
Topics: Doomsday scenarios, Free markets and their discontents, Guest Post, Income disparity, Politics, Social policy, The destruction of the middle class
Posted by Yves Smith at 4:56 am | 80 Comments »
2:00PM Water Cooler 6/8/2022
~ Today’s Water Cooler ~
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 101 Comments »
Primaries Are Getting More Crowded with Candidates, and That’s Good News for Extremists and Bad News for Voters
Mainstream politicians and voters are concerned that extremists are gaining ground. Maybe they should focus on the disease, not the sympoms.
Topics: Free markets and their discontents, Globalization, Guest Post, Income disparity, Politics, Social policy, Social values, The destruction of the middle class
Posted by Yves Smith at 9:55 am | 19 Comments »
Links 6/8/2022
Topics: Links
Posted by Yves Smith at 6:55 am | 183 Comments »
What Is Really Causing Our Inflation: “Inflation in a Time of Corona and War”
Finally! Evidence-based answers to the main (policy) questions concerning the return of high inflation.
Topics: Commodities, Dubious statistics, Energy markets, Federal Reserve, Free markets and their discontents, Globalization, Guest Post, Income disparity, Macroeconomic policy, Market inefficiencies, Pandemic, Politics, Russia, Social policy, The destruction of the middle class, The dismal science
Posted by Yves Smith at 6:54 am | 51 Comments »
California Wants to Slash Insulin Prices by Becoming a Drugmaker. Can it Succeed?
The fact that California is having to consider making insulin to get around price grifing show the depth of disease in our health care system.
Topics: Banana republic, Guest Post, Health care, Income disparity, Politics, Regulations and regulators, Social policy, Social values
Posted by Yves Smith at 6:09 am | 14 Comments »
Why Saudi Arabia Isn’t Giving Up On Its Russian Oil Alliance
Why Saudi Arabia is still not playing nice with the US.
Topics: Doomsday scenarios, Economic fundamentals, Energy markets, Globalization, Guest Post, Middle East, Politics, Russia
Posted by Yves Smith at 4:54 am | 27 Comments »
2:00PM Water Cooler 6/7/2022
~ Today’s Water Cooler ~
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 78 Comments »
US Leads Sanctions Killing Millions to No End
Food crises, stagnation and price increases are worsening. Sanctions against Russia hurt those relying on wheat and fertilizer imports.
Topics: Africa, Banana republic, Commodities, Doomsday scenarios, Energy markets, Free markets and their discontents, Globalization, Guest Post, Pandemic, Politics, Russia
Posted by Yves Smith at 9:55 am | 43 Comments »
Links 6/7/2022
Topics: Links
Posted by Yves Smith at 6:58 am | 209 Comments »
Italy Secret Services Attack on Ukraine War Skeptics Backfires: Corriere della Sera Publication of “filoputiniani” List Called McCarthyism, Proscription; Suits Coming?
A scandal rocks Italy over a hit piece in a top paper using leaked intelligence dossiers on prominent so-called “Putin lovers”.
Topics: Banana republic, Europe, Politics, Russia
Posted by Yves Smith at 6:54 am | 25 Comments »



