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COTD: Share Of Worldwide Semiconductor Market By Type

June 8, 2021 by Jonathan Custer

Source:  Business Outlook, Chart 344

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The Macro Factors Driving The Covid Economy In Two Charts

March 8, 2021 by Jonathan Custer

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 …

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Copper Price At 9-Year High

February 18, 2021 by Jonathan Custer

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 …

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