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ISM Anecdotes Suggest Supply-Side Constraints

DATA REACT
Lots of anecdotes of supply chain constraints in the September ISM report (link below) - perhaps notable given that the report names several commodities up in price / in short supply, but only one (oil) down in price. So perhaps some residual price pressures in the pipeline.
  • "Still struggling with long lead times for components coming from China [contract manufacturers]." (Computer & Electronic Products)
  • "Business is booming, and the supply chain has been caught off guard. We are working closely with our suppliers to ensure supply and try to control costs. The resin industry, along with plastics, is driving cost increases and scarce availability." (Transportation Equipment)
  • "All of our factories are still struggling with manning shifts due to positive COVID-19 cases and/or quarantine because employees came in contact with someone who contracted the virus." (Food, Beverage & Tobacco Products)
  • "Raw material shortages, especially of hardwood logs, are starting to impact overall supply. "(Wood Products)
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