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by Iv 1877 days ago
The shortages seem to be caused by hiccups in the cupply-chains bottlenecks that have a hard time to adjust to the slowdown and recovery of the economy. It is not caused by a unusually high demand, but compared to its depressed self six month ago, it is comparatively high.

Interest rates are still very low. There is still a strong case to argue that the demand is lagging.