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…
Authors: Gary Evans Jon Custer The following are the curves we are monitoring before even thinking about the path and date of the global economic recovery. At Wednesday’s White House briefing, Anthony S. Fauci, the nation’s top infectious-diseases expert and…
We are posting the full editorial posted by the Taipei Times this morning. Here are the money quotes: Taiwanese electronics manufacturing service providers, such as Hon Hai Precision Industry Co and Pegatron Corp, expect to suffer from supply chain disruptions, as more than 80 percent of their output comes from…
