April 12, 2026 Global markets remain resilient but increasingly uneven, with AI demand supporting growth while energy and geopolitical risks continue to drive volatility.   Global Economy Global trade is holding up, with the WTO forecasting 1.9% goods trade growth in 2026, supported by strong AI-related demand in semiconductors and electronics. However, rising geopolitical tensions …

April 6, 2026 Weekly Global Update: Energy Shocks, AI Boom, and Shifting Supply Chains Global markets are being reshaped by a mix of geopolitical disruption, technological acceleration, and evolving trade flows. Energy & Macro: The closure of the Strait of Hormuz has removed ~20M barrels/day from global oil supply. While reserves and rerouting have offset …

How the Electronics Manufacturing Supply Chain Can Capitalize in the Current Market Climate in North America Executive Summary The North American electronics manufacturing supply chain is currently operating in an environment characterized by aggressive expansion, driven overwhelmingly by artificial intelligence (AI) infrastructure investments and nearshoring initiatives. The U.S. manufacturing sector expanded in March 2026 for the …