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Cross-Border Trucker Vaccine Protest Continues – First Warnings Issued for Food Supply Disruption and Higher Prices…

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There are two merging inflection points set to hit the public in a few days. The first, is a much faster collapse in credibility for those who are pushing the vaccine benefit narrative. The second, the more widespread appearance of shortages for food and basic essentials. These two broad narratives are going to merge. CTH will outline the issues as they predictably surface. This outline focuses on the latter, the supply chain angle…

Global Economy Heading for “Mother of All” Supply Chain Shocks As China Locks Down Ports…

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Over the past month, as Wall Street turned increasingly optimistic on US growth alongside the Fed, with consensus (shaped by the Fed’s leaks and jawboning) now virtually certain of a March rate hike, we have been repeatedly warning that after a huge policy error in 2021 when the Fed erroneously said that inflation is “transitory” (it wasn’t), the central bank is on pace to make another just as big policy mistake in 2022 by hiking as many as 4 times and also running off its massive balance sheet… right into a global growth slowdown…

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