A lot of back orders relate to the construction and fitting out of factories as part of the reshoring movement. Once those factories are ready to produce widge

A lot of back orders relate to the construction and fitting out of factories as part of the reshoring movement. Once those factories are ready to produce widgets, they need reasonably-priced labor to staff them (and export the unemployment to China). It's going to be really tough to do that if they can't create some unemployment over here.