Supply chains and currencies: what's the link?

Supply chain disruptions hit currencies through inflation, growth and the balance of payments. The links are indirect but powerful when they bite.

Supply chains and currencies: what's the link? — pip movement diagram
How a pip moves the exchange rate

What's your read?

  • the supply chain stories with currency impact
  • how they feed your inflation view
  • the currencies most exposed
Supply chains and currencies: what's the link? — risk-reward diagram
A risk-reward ratio of 1 to 2

Background: UK producer prices shows the pipeline effects.

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