Semiconductors Outperforming Most Industries – but Watch Second Half
By
Walt Custer
August 17, 2020
Things are picking up.
Cautious Industry Outlook But . . . World SEMI Equipment Growth Resumes!
By
Walt Custer
January 21, 2020
World Manufacturing Growth Flat to Start 2020 (Chart 1)
The December Global Purchasing Managers Index was in zero growth territory (PMI = 50). However, the various country components varied significantly. With IHS Markit PMI data as a gauge of...
Watching (Impatiently) for the Upturn
By
Walt Custer
April 15, 2019
Business Conditions
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).