13, Sep 2021
Think Big: The State Of Electronics Manufacturing

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…

9, Sep 2021
COTD: Automobile Semiconductor Content

COTD:  Chart of the Day   Source:  nextBigFuture  

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7, Aug 2021
COTD: Unrecovered Jobs Lost To COVID

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)…

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8, Jul 2021
China Rising, Globalization Fading

Great video, well worth your 10 minutes. Any guesses of the impact on inflation/deflation?

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28, Jun 2021