Recent Posts

Industrial demand may be slowing

Is industrial demand still too hot for supply chains to handle, or starting to show signs of slowing down? As a volatile earnings season draws to a close, clarity is in shorter supply than semiconductors. Most manufacturers are still growing sales on a headline basis, but almost all that momentum in the first quarter came from price increases. Industrial companies ...

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California vs Florida, a Covid-19 reckoning

  California and Florida have a lot in common: Large populations, nice weather, beautiful beaches, celebrities, Disney theme parks, hundreds of thousands of acres of citrus orchards. When Covid-19 came to the US in early 2020, the two states reacted similarly, shutting down in-person schooling and indoor dining and urging residents to stay home. Through some combination of that quick ...

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Globalisation isn’t just ‘American’ anymore!

  First, it was the financial crisis. Then Brexit and the election of former US President Donald Trump. Next came a trade war and a pandemic. The war in Ukraine is only the latest event to trigger a wave of claims that globalisation is dead. Since the Russian invasion began, everyone from newspaper columnists to Wall Street luminaries such as ...

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