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...“The 2021-2023 inflation surge across advanced economies was different because it mainly reflected adverse supply shocks, rather than strong aggregate demand,” said Saunders....
...South Korean chipmaker SK Hynix has chosen the state of Indiana for a cutting-edge facility in the US that will give a major boost to the Biden administration’s efforts to bring more of the AI chip supply...
...Russia’s enriched uranium makes up 30 per cent of EU supply....
...The shorthand equation is PY = MV, or: Price level * Real output = Money supply * Velocity of money This is the same as: Nominal output = Money supply * Velocity of money So, yes, velocity of money —...
...Tensions between the US and China and new laws such as the US Inflation Reduction Act have wide-reaching implications for supply chains and investment....
...The state-owned Global Times, best known for its nationalist bashing of the US, reported the increased investment pledge and quoted Cook as saying: “There’s no supply chain in the world that’s more critical...
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
...Unhedged, a publication powered by peanut M&Ms, has begun hoarding supply. If we are forced to downgrade to Fig Newtons, expect writing quality to suffer....
...Seventy per cent of the UK’s so-called gold standard aerospace and defence supply chain businesses are located in the region....
...did a great job laying out her case for why “national champions” are a losing proposition (think Boeing), and why we actually need a greater number of players in crucial markets in order to avoid another supply...
...But it has not been willing to fund a new supply chain for mass car production. Scrapping a project with high upfront costs makes sense. Competition has grown. Tesla has been forced to cut its prices....
...For farmers and the food companies they supply, he adds, “the cost of doing it can outstrip the value of the carbon.”...
...Demand for infrastructure investments is reigniting after a year of weak fundraising, as businesses seek to profit from transitions to cleaner energy and supply chains that are closer to consumers....
...The South Korean company, which supplies the “high bandwidth memory” chips used in Nvidia’s H100 graphics processing units, posted an operating profit of Won346bn ($260mn) in the three months to December...
...Spirit supplies Boeing with the fuselage to the 737 Max, and Boeing comprises nearly two-thirds of its business....
...He has spent years tying the company’s fortunes to China and built a supply chain that is heavily dependent on factories in Shenzhen and Zhengzhou — although the company is now trying to diversify manufacturing...
Macy’s is right to recognise that express lanes and priority fulfilment are not in the Christmas spirit
...“There was an enormous consensus at the end of last year that supply was going to be problematic and the reality has been that the record supply in January has been absorbed extremely well,” said Andres...
...Anything could affect the price, from a worker’s customer rating, to the percentage of jobs they have declined, the demand and supply of rides or which city they work in....
...Campaigners representing private tenants want local authorities to cap holiday rentals in problem areas, such as where conversions to short-term lets or second homes almost outpace the supply of new houses...
...“While we move towards a more domestic supply chain, we want to be making rapid progress towards our climate goals,” Hopper said....
...The Biden administration, moreover, has touted “friendshoring”, or focusing supply chains on allies. Friendshoring ought to go both ways....
...IP-based rebrands also offer vast potential without requiring significant design, supply chain or product innovations....
...“Uncertainty is harmful in supply chains, too,” he added. “If Trump wins, Japanese companies will have to think seriously about their Chinese businesses.”...
...the $12.5bn BlackRock-GIP deal is set to shake up investment management How Adebayo Ogunlesi’s contrarian bet led to $12.5bn BlackRock tie-up Infrastructure funds draw billions of dollars as energy and supply...
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