That supposes that everyone, in all sectors globally has the resources to double or triple order. The money supply to do that has to come from somewhere though.

That supposes that everyone, in all sectors globally has the resources to double or triple order. The money supply to do that has to come from somewhere though. If you are right then this is a temporary shock and will subside quickly. If the article is right then this is a systemic problem that will persist for years to come. I suppose we'll see. One indicator to watch is services demand because I wouldn't have thought that would suffer from a 'grab the toilet paper while you can' effect.