Custer Contexo Group

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 …

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 …

Semiconductor shortage to increase prices in 2021

February 14, 2021 by Jonathan Custer

We are reposting our piece from November 1st where we speculated the long secular deflation in semiconductor prices may be over. We got lucky and looks like we picked the bottom. But first this: A shortage in production capacity compared to demand in semiconductors is expected to increase their prices in 2021. Some companies have …