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
We think so. The daily new case curves are turning down and though the death curve will lag for a few weeks, it will also start to turn down soon. Thank, God, we can see the light at the end of the tunnel. Back to normal? Far from it. In recent days, coronavirus cases have … More Is Peak COVID In?
The following chart is derived from yesterday’s Industrial Production data. Not surprising, computer and electronic manufacturing is up year-on-year and has significantly outperformed the rest of the manufacturing sector as measured in the Industrial production data.
by Katharina Buchholz, Aug 14, 2020After almost 1.5 years of the U.S.-China trade war, some cracks are starting to show in the commitment of U.S. companies to their China operations. In mid-2019 as well as in mid-2020, around 15 percent of companies surveyed said that they were moving at least part of their operations out of … More More U.S. Companies Are Moving Out of China