Russia-Ukraine Conflict: Supply Chain Updates
|by Alpha Team
Russia-Ukraine Conflict: Supply Chain Updates
TLP: WHITE
In this briefing, ZeroFox Intelligence provides a supply chain update on the Russian-Ukraine conflict.
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Executive Summary
The U.S. Federal Reserve signaling it will raise interest rates to almost three percent before the end of 2022 indicates that inflation is something the US is very concerned about—more so than the Russian invasion of Ukraine from an economic standpoint. If the two economic concerns were equal, the U.S. Federal Reserve would likely have not raised interest rates, as the invasion would be assumed to depress the economy enough on its own. For supply chains, this signals the United States is seeking to slow down the pace of buying, which will impact businesses that sell big-ticket items like homes, technology, and machinery. The slow pace of interest rate hikes means this process should be gradual, but the war in Ukraine could cause food and energy commodities to become so expensive that the drop in demand will occur much faster. This scenario will likely lead to global social unrest, which is likely to begin across the developing world.
Tags: GEOP Events, geo-political, eu/russia, all industries, global