Bullwhip effect reversal is the major downside growth risk
blog.variantperception.com
The main downside risk today that the market may not fully appreciate is the reversal of the historically large post-Covid bullwhip effect, which pulled forward a lot of future demand. The bullwhip effect started with surging consumer goods demand and led to a huge restocking impulse up the supply chain.
Bullwhip effect reversal is the major downside growth risk
Bullwhip effect reversal is the major…
Bullwhip effect reversal is the major downside growth risk
The main downside risk today that the market may not fully appreciate is the reversal of the historically large post-Covid bullwhip effect, which pulled forward a lot of future demand. The bullwhip effect started with surging consumer goods demand and led to a huge restocking impulse up the supply chain.