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How Supply Chain Debt Traps Manufacturers
In this episode of The Fiscal Policy Podcast, Lucas and Luna unpack the hidden crisis of supply chain finance. While everyone watches interest rates, manufacturers are drowning in 'factoring' debt—selling their unpaid invoices to third parties at steep discounts just to keep payroll covered. We look at how this practice erodes margins, distorts pricing, and effectively acts as a hidden tax on production that never appears on standard balance sheets. With the economic environment in September 2026 showing persistent margin compression, we drill into why smart CFOs are finally pushing…
The skinny
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