It’s becoming pretty clear, at least to us, that the world is going to look much different on the other side of this crisis. Diminished global supply chains and more nationalism. Slower growth and higher inflation. The speed and trajectory will depend on the outcome of the November presidential election.…
The latest report is somewhat meaningless until we see how the coronavirus plays out in the United States. Nevertheless, U.S. manufacturers said business began to significantly slow in February as supply bottlenecks caused by the coronavirus hampered their ability to get parts. The February PMI® registered 50.1 percent, down 0.8…
Using YoY percentages to gauge economic activity, the Feb 26 median of intracity travel among China's 50 largest cities was down 33% from 2019, and down 43% from 2020 pre-LNY. pic.twitter.com/A9T7ZdOA3i — Exante Data (@ExanteData) February 27, 2020 Alternative data is increasingly being used as a way to get an…
South Korean exports, a main leading indicator of global manufacturing conditions, especially the electronics sector, showed marked improvement in the first ten days of January. South Korea’s Customs Service reported on Monday that exports rose 5.3 percent in the first 10 days of January, mainly the result of growing shipments…
