Hints and tips:
Related Special Reports
...It can have different geopolitical readings but it is not an investment which has any kind of national security implication.”...
...Sakkijha, who is a third-generation jeweller, has also offered transparency around Mejuri’s supply chain – something that resonates with a younger generation who are considered to be more socially-aware....
...Having the logic [chip] foundry in the US and then a bit of the packaging there is not enough,” said Myron Xie, an analyst at boutique consultancy SemiAnalysis....
Bulls; supply chains; XR; income inequality; generalisation; Mount Everest; magic mushrooms; and Amazon
...Further reading:— Millennials and boomers are competing for homes. Guess who’s winning?— The uneasy US housing stalemate...
...The stronger first-quarter GDP reading “[appeared] to validate the government’s strategy to channel resources into manufacturing and rely on external demand”, said Wei He of Gavekal Economics....
...The S&P Global UK manufacturing purchasing managers’ index rose to a 20-month high of 50.3 in March, up from 47.5 in February and above the flash reading of 49.9....
...The global supply of public equity is shrinking at its fastest pace in at least 25 years, as economic and geopolitical uncertainty weighs on new share sales while companies keep buying back large volumes...
...The reading was above the 49.0 forecast by analysts in a Reuters poll and the highest since August 2023....
...Then there is the issue of water supply....
...Indeed, a poll by Bank of America shows that a large majority of global investors expect a “soft” landing or better in 2024 — the most optimistic reading for almost two years....
...Elsewhere on Thursday… — Guards at Del Monte pineapple farm in Kenya accused of killings (The Guardian) — The casual ignominy of the book tours of yore (Esquire) — US supply chains are recovering (Apricitas...
...We’ll see what happens, but expect some supply chain squeezes and slightly higher prices over time....
...Our rates strategists believe increased Treasury supply will not catalyze further upside in yields....
...Recommended reading I thought Thomas Friedman made a good case for a new “Biden Doctrine” in the Middle East. I just finished reading Hanya Yanagihara’s To Paradise, which is a true masterpiece....
...— Fair coins tend to land on the same side they started: evidence from 350,757 flips (Cornell University) — The EU’s endless drug shortage, its fragile supply chains and the bizarre crab connection (ING...
...A reading below 50 indicates a majority of businesses reporting a contraction....
...“But only if we assume that the data the AI is reading is accurate....
...For further reading: Rival battery technologies race to dominate electric car market The search for winners in the new battery era Can anyone challenge China’s EV battery dominance?...
...TrendForce said that while equipment inspections did require some temporary shutdowns, those operations could be quickly resumed with minimal impact on supply....
...“Like the dope fiend who cannot move from place to place without taking with him a plentiful supply of his deadly balm, I never venture far without a sufficiency of reading matter,” W Somerset Maugham wrote...
...US chip company Intel will make high-end semiconductors for Microsoft, the companies announced, as it seeks to compete with TSMC and Samsung to supply the next generation of silicon used in artificial intelligence...
...The advantage is that the payment system and the overall money supply could be kept safe from any recklessness banks may possibly show in their decisions to lend and allocate credit....
...Adam Vicary, the chief executive of Castings, a Midlands-based foundry business that makes components for the heavy truck industry, with EU clients including Volvo, Scania and DAF, said he was concerned...
...Strong demand in its home market meant Hua Hong’s third-quarter results stood out among its foundry peers....
International Edition