Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears

Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears Nearly three weeks ago, UBS analyst Pierre Lafourcade reactivated his desk's supply-chain watch coverage after stress across global supply chains was "rising at its fastest pace since the early pandemic." That warning is now increasingly getting louder by the week, with ongoing disruptions around the Hormuz chokepoint and the resulting energy supply shock, pushing up input, freight, and other logistics costs across the global economy. Weeks after Lafourcade's warning, which can be read here, the May 2026 Logistics Managers' Index Report...