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Will the (Supply) Chain Break?

Date: December 7, 2021
Presenter: Andrew Brady, Andy, Li, Brian Studioso, Lauren Holland, Wen Li & Matt Woodruff
Will the (Supply) Chain Break?


As management teams grapple with stubbornly persistent supply chain headaches and commodity prices remain near peak cycle levels, the outlooks for Basics, Industrials and Autos remain noisy. We discuss the challenges facing these key industries into 2022, our expectations for commodity prices and how these moving pieces may impact operations and valuations.


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