Economic challenges related to the COVID-19 pandemic have brought unprecedented attention to the importance of the global supply chain. Concomitant supply shortages and inflation are now some of most important factors plaguing our economy. The current Omicron surge presents yet another complication to the labor shortages and supply chain dislocations that are already present. This talk discussed the outlook for supply chains, shortages, and inflation in 2022, and with that the risks and opportunities for different industries including semiconductors, digital technology, professional services, manufacturing, pharmaceuticals, healthcare, and more.

Tim Uy is an associate director at Moody’s Analytics and a member of the Economics Research group. Tim builds macroeconomic and financial models for various consulting projects, and covers developments in economic policy and advanced technology globally. His analyses on supply chains and the semiconductor chip shortage have been featured on CNBC, CNN, Al Jazeera, and many other media outlets worldwide. Before joining Moody’s Analytics, Tim held economic research positions at the University of Cambridge, the Federal Reserve Bank of Minneapolis, and the Bank of Canada. He has also worked in the consulting and banking industries. Tim holds a PhD in Economics from the University of Minnesota, an MA in Economics from the University of Western Ontario, and a Bachelors in Engineering from NTU in Singapore. He is a CFA charter holder.

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