Market Volatility Is a Supply-Chain Problem Too
When input prices swing, the businesses that survive are those whose contracts specify who bears the swing — indexed pricing, bands, and hedges beat hope.
Michael Hayes · August 1, 2026
Short, dated items on price and demand: commodities, wholesale costs, shipping rates, currency moves, rent indices and official sales figures. Each entry states the number, the period and the direction of travel. Read by owners setting prices and by suppliers and lenders watching the same series.
Short, dated items on price and demand: commodities, wholesale costs, shipping rates, currency moves, rent indices and official sales figures. Each entry states the number, the period and the direction of travel. Read by owners setting prices and by suppliers and lenders watching the same series.
When input prices swing, the businesses that survive are those whose contracts specify who bears the swing — indexed pricing, bands, and hedges beat hope.
Michael Hayes · August 1, 2026
Eight times a year, three paragraphs of committee prose move your borrowing costs — the signal is in what changes between statements, not in the words themselves.
Michael Hayes · July 9, 2026
Crude, diesel, and the fuel-surcharge formula are three linked prices — and knowing the formula is how shippers stop absorbing moves passively.
Michael Hayes · June 16, 2026
Corporate bond spreads measure lenders' appetite for risk — and when they widen, every non-bank loan a small business can get gets more expensive, Fed or no Fed.
Tanya Brooks · May 25, 2026
The monthly employment situation is a national wage-setting event — the participation rate and average hourly earnings move your labor market whether you follow it or not.
Tanya Brooks · May 2, 2026