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Is Secular Deflation Over In The Computer & Electronics Sector?

December 13, 2020 by Jonathan Custer

Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices. Semiconductors are the basic building block of today’s economy, as was oil during the industrial revolution. …

IMF Warns of Uneven Recovery as Global GDP to Shrink 4.4%

October 15, 2020 by Jonathan Custer

Labor Market Recovery Slowing, 53% Of COVID Job Losses Have Been Recovered

October 4, 2020 by Jonathan Custer

53% of COVID private sector jobs losses have been recovered (Chart 2) Total private-sector payrolls are still down 7.4% since January (Chart 3) Service-providing jobs have been hit disproportionally hard, falling 7.8% since January (Chart 3) Goods producing jobs only make up 16.7% of private-sector employment (Chart 4) The Computer & Electronic Products sector employment …