End of All Shortages?

B of A writes about the “End of All Shortages. .. Every AUTO OEM expects semi supply to improve in 2H22 .. Housing inventory is picking up .. the labor shortage will ease; $UBER has reported accelerating ‘driver supply’ .. Here’s a chart showing Retail Inventories surging ..” pic.twitter.com/DMkT0L5FVk

— Carl Quintanilla (@carlquintanilla) June 13, 2022