Gaming Out How and When the Big Supply Crunch of 2021 Ends

Economists at HSBC have gamed out three scenarios for how and when the Big Crunch of 2021 eventually comes to an end:

In the first case, the bank’s economists led by Shanella Rajanayagam say the traditional closure of China’s factories for the Lunar New Year holidays and the quieter period that follows the break may take pressure off sea freight and provide breathing room for logistics operators.