About that potential supply shock from the Suez:

Freight prices are set to jump Monday, while longer transit times around Africa are disrupting and delaying deliveries of products.

“The rerouting of vessels is leading to longer transit times and increased costs,” Jon Gold, vice president of supply chain at the National Retail Federation, told CNBC. “Unfortunately, the longer the disruptions occur, the more challenges will arise in ensuring supply chain reliability and efficiency.”

via CNBC