This morning, Andy joined Mornings with Maria to weigh in on inflation and discuss the supply chain. Andy spoke to the fact that the labor market will not recover and the supply chain will not improve until we see employees return to work. He also pointed out that the discouraging policies on energy are also having an impact on inflation. Ultimately, he argued that the Fed is being overly optimistic by only looking at glitches in supply chain, not the overall supply chain or the incredible demand that is occurring right now because there has been so much government largesse.
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