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I still think we're seeing some rubber-banding from the glut of inventories after the pandemic and supply chain issues. https://tradingeconomics.com/united-sta

• deleted 4y ago
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• wiremonger 4y ago
  Can confirm. Amazon's warehouses have been absolutely packed lately, sellers have have been complaining about inbound shipping limits for most of Q4. This is despite Amazon growing warehouse capacity by a huge amount in 2021 and having plenty of excess capacity earlier in 2022. Also, the lead times at our factories in Asia are the shortest that they've been since the pandemic began.
  • randomopining 4y ago
    Retrospectively it was so easy to predict this. Interesting to hear it first hand though