Hints and tips:
...The delays in Arizona are also complicating things for TSMC’s supply chain. The chipmaker relies on many suppliers at its home base....
...Analysts said the ongoing price war in China’s auto market could lead to a vicious cycle. “In the case of China, when the price is lower, people think, ‘wait a minute....
...“Nvidia could get the Dram components out of there if they really want to bring the entire chain onshore,” said one industry expert who declined to be named....
...The reaction of a broad swath of trade lobby groups was unanimous: unvarnished anger....
...This model ensures not just a stable supply chain, but stable prices. Now, as it starts building a sodium-ion battery plant in China, that edge over rivals should widen....
...“A supply reaction to the current lower price environment could prime the market for a rebound in the second half of 2024.”...
...A lot of people shared this reaction. But consider the other side of the ledger. January payrolls aren’t the only sign of labour market strength....
...In the highlands of Jalisco, Mexico’s largest tequila-producing region, some growers of agave, the spirit’s base ingredient, are fearful of committing to another seven-year planting cycle after a significant...
...The Fairshake super Pac is also on the hunt for new allies as another political cycle in Washington comes to an end....
...Economic cycle: Are Jeremy Hunt’s plans really a ‘Budget for growth’?...
...Kelly argues that the regulators should not have asked NYCB to cut the dividend, because that hit the stock price hard, and set off a chain reaction: There is this idea, which is true to a degree but not...
...Along with Wagamama, TRG owns the Brunning & Price pub chain and an airport concessions business....
...The snowball cycle of higher prices is exacerbated by higher interest rates, which raise the cost of all inputs....
...“All 8,000 Tata employees could have lost their jobs and an additional 12,500 in the supply chain,” said the aide....
...Yet the central bank’s own actions may, ultimately, have set in motion the chain of events that led to governments’ decisions to levy their lenders....
...Quiet closure on the burger’s natural life cycle. Follow Tim @timhayward and email him at tim.hayward@ft.com Follow @FTMag to find out about our latest stories first...
...Both John Lewis department stores and the Waitrose supermarket chain are battling to regain profitability and the special place they once occupied in the hearts (and wallets) of Middle Englanders....
...It runs to 118 pages with 13 annexes and will affect hundreds of companies including takeaway chains, medical appliance manufacturers, fruit growers and beer distributors....
...The debacle has shone a spotlight on Diageo’s supply chain and distribution systems, which have come under strain since the Covid-19 spirits super cycle, and the consumer downturn that has followed....
...Rebel attacks and climate change are threatening supply chains. This time it could be real....
...Getting from 10 per cent inflation down to about 4 per cent inflation is relatively easy and probably not actually that much to do with monetary policy, much more to do with supply chains and other stuff...
...New York-listed Signa Sports United, owner of online cycling retailers Wiggle and Chain Reaction, reported in March that depressed consumer sentiment and inflationary pressures continued to “significantly...
...A deal was logical from JIC’s perspective, too, as it sits well with Tokyo’s strategy of strengthening the nation’s semiconductor supply chain....
...Probably there was an underestimation of the global character and complexity of the value chains....
...Excluding used autos, core goods inflation has shown signs of easing amid normalizing supply chains and moderating demand....
International Edition