Semiconductor Industry Upturn by Early 2020?
September 16, 2019
Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth...
Tempered Growth Forecasts and Longer Range Glimmers of Hope
August 19, 2019
IMF Revises Global Growth Estimates