Party Like the ‘90s – When is May 2000 Coming? [PRO]

Dr. Laura D’Andrea Tyson, business and economics professor at Haas School of Business, University of California, Berkeley, delivered the keynote presentation at the Supply Chain Insights Global Summit in Scottsdale, Arizona, the other week. The key question: when is the new May 2000 coming (i.e., major economic reversal)? Let me be clear that Dr. Tyson didn’t come across as bullish. In fact, she raised several points of concern. Here are my notes from her speech, with my own thoughts added, spanning topics from Europe to China to Japan — as well as interest rates, supply chain risk and other macroeconomic variables. Ultimately, our supply chains (and top line) are only as strong as the weakest links.

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