COTD: Apple’s Global Supply Chain
COTD: Chart of the Day Maybe a bit dated but you get the picture. No surprise, China dominates, which also includes fabs.
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More Trade Uncertainty As Trump Dumps on China, Brazil, and Argentina
We are fairly certain China trade talks are hung up on a rollback (China wants) of some of the tariffs and the bigger issues of structural changes to China’s economy and IP protection (U.S. wants). Trump looks weak if he rolls back tariffs without getting anything big and not just a commitment by China …
U.S. Manufacturing Sector Continues To Contract, New Orders Lead – ISM
Of the 18 manufacturing industries, five reported growth in November: Apparel, Leather & Allied Products; Food, Beverage & Tobacco Products; Paper Products; Miscellaneous Manufacturing; and Computer & Electronic Products. The two industries reporting paying increased prices for raw materials in November are: Computer & Electronic Products; and Miscellaneous Manufacturing‡ . (Tempe, Arizona) — Economic activity …