The following is an excerpt from this week’s Weekly Comments and part of our Business Outlook product. Please contact us if you are interested in subscribing. Summary As summer fades, the global economy is downshifting from months of super-charged growth, pumped up by unprecedented fiscal and monetary policy measures. Growth will continue throughout the year … More Think Big: The State Of Electronics Manufacturing
COTD: Chart of the Day Source: nextBigFuture
COTD: Chart Of The Day Nice table (part of our Business Outlook product) on the unrecovered nonfarm payrolls lost to COVID. The data illustrate that 71 percent of all unrecovered nonfarm jobs lost to COVID are in four sectors: 1) Leisure & Hospitality, the bulk in restaurants and bars; 2) Government (mainly local governments); 3) … More COTD: Unrecovered Jobs Lost To COVID
Great video, well worth your 10 minutes. Any guesses of the impact on inflation/deflation?
Source: Business Outlook, Chart 344
Originally Posted on March 8, 2021 at Global Macro Monitor Here’s a couple of interesting and surprising charts, which explain what has been driving the COVID economy and why the U.S. economy is set up for monster growth over the next few quarters. When the economy fully reopens, we suspect a consumer feeding frenzy in many … More The Macro Factors Driving The Covid Economy In Two Charts
Copper is now at a 9-year after doubling since the March low. We are reposting a piece we wrote back in April recommending our customers take advantage and lock in the low commodity prices. What To Do Now? Manufacturers can take advantage of this crisis by 1) re-accessing and developing a rigorous mapping of … More Copper Price At 9-Year High