From Ports to Prices: The Inflationary Effects of Global Supply Chain Disruptions From Ports to Prices: The Inflationary Effects of Global Supply Chain Disruptions

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From Ports to Prices: The Inflationary Effects of Global Supply Chain Disruptions

February 13, 2026--Summary
This paper examines the inflationary effects of shipping delays. We construct a novel measure of port-to-port shipping time using real-time AIS maritime data and link it with granular port-level trade and item-level price data. We document substantial heterogeneity in goods imports across ports and regions, variation in exposure to delays, and aggregate price responses to congestion shocks.

Exploiting cross-product variations in exposure, we estimate both the average and dynamic effects of shipping delays on consumer prices, finding that a 100-hour delay raises inflation by roughly 0.5 percentage points at its five-month peak.

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Source: imf.org


Four Futures for the New Economy: Geoeconomics and Technology in 2030

January 12, 2025-Four Futures for the New Economy: Geoeconomics and Technology in 2030 explores how the powerful interplay between geopolitical shifts and rapid technological change is reshaping the global economic landscape.

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The Multi-Trillion Dollar Growth Opportunity: New Report Shows Green Economy Expected to Surpass $7 Trillion in Annual Value by 2030

December 2, 2025-New report reveals that green revenues are growing twice as fast as conventional revenues on average, while companies involved in green markets often secure cheaper capital and typically enjoy valuation premiums.
Yet green markets are moving at different speeds, with mature solutions such as solar, wind, batteries and electric vehicles achieving cost competitiveness at the global level, while costly technologies such as low-carbon hydrogen and carbon capture, utilization and storage (CCUS) require substantial support to bend the cost curve.

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Americas


February 27, 2026 YieldMax(R) Introduces Portfolio Option Income Strategy ETF on Strategic Metals & Mining (MINY)
February 26, 2026 VistaShares Introduces TPRY, the VistaShares Target 15TM TEPRTantrum Contrarian Distribution ETF (TPRY)
February 25, 2026 Vanguard Adds 17 New Funds to Vanguard Investor Choice
February 25, 2026 Invesco Advances Its Fixed Income ETF Lineup with Launch of Four New Funds
February 24, 2026 21shares Launches Spot Sui ETF (TSUI) in the United States

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SEC Filings


March 02, 2026 Manning & Napier Fund, Inc. files with the SEC
March 02, 2026 iShares Trust files with the SEC-iShares iBonds Dec 2034 Term Muni Bond ETF
March 02, 2026 Kurv ETF Trust files with the SEC-Kurv SK Hynix ([__]) Enhanced Income ETF
March 02, 2026 TCW Funds, Inc. files with the SEC-TCW Concentrated Large Cap Growth Fund and TCW Relative Value Large Cap Fund
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Europe ETF News


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February 13, 2026 New ETF and ETP Listings on February 13, 2026, on Deutsche Borse
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Asia-Pacific


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February 17, 2026 Japan: Staff Concluding Statement of the 2026 Article IV Mission
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February 06, 2026 Strong and consistent demand by Korean retail investors throughout 2025 for overseas listed ETFs

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Global ETP News


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Middle East ETP News


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Africa ETF News


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January 08, 2026 African Union, China Agree to Explore Full Potential for Practical Cooperation
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ESG and Of Interest News


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