[…] Nike offers a microcosm of the sudden shifts in dynamics, where goods wildly in demand may suddenly see a cooling of consumer ardor. The flow of items across the supply chains that stretch from Asia around the globe, winding their way to shelves in Europe and the U.S. can become a glut.  As has been widely reported, North American inventories jumped 65%. Shipping delivery times were uneven, Nike management recounted, and now consumer demand looks to be waning, as well. …