Pressure Builds On China Based Supply Chains

By Gary Evans and Jon Custer Custer Consulting Group The global pandemic is putting ever more pressure on global supply chains. Reuters reports the Trump administration is now “turbocharging” its efforts to punish China in an attempt to remove global supply chains from the Middle Kingdom through, among other things, the implementation of new tariffs. … More Pressure Builds On China Based Supply Chains

U.S. GDP Declines 4.8% Annualized In Q1 2020

Real gross domestic product (GDP) decreased at an annual rate of 4.8 percent in the first quarter of 2020 (table 1), according to the “advance” estimate released by the Bureau of Economic Analysis. In the fourth quarter of 2019, real GDP increased 2.1 percent. The decrease in real GDP in the first quarter reflected negative contributions from personal … More U.S. GDP Declines 4.8% Annualized In Q1 2020

Taiwan Semi To Build Apple’s Mac Chips

Bloomberg is reporting Taiwan Semiconductor Manufacturing Co.,  who already produces iPhone and iPad processors, will build the company’s new Mac chips,   The components will be based on a 5-nanometer production technique, the same size Apple will use in the next iPhones and iPad Pros, one of the people said. Money quotes from the Bloomberg piece: … More Taiwan Semi To Build Apple’s Mac Chips

Uncertain Outlook For The Electronics Industry

  Interesting piece in Forbes today about the cross-currents caused by the COVID crisis. Here are the money quotes: certain segments are experiencing a boom, especially technology companies the electronics segment has benefited from the outbreak because of a surge in buying by both consumers and businesses in electronics equipment uncertainty about the pandemic, the … More Uncertain Outlook For The Electronics Industry

The Macroeconomy and COVID-19

By Gary Evans and Jon Custer Here’s some very good background from Centre for the Study of Financial Innovation. It helps in understanding how the economy may look on the other side.  These are mainly British economists, including  George Magnus, world class and who I worked with at UBS.  A must listen and read, folks.