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Supply Chain Monitor: April Industrial Production
Aggregate industrial production was unchanged month-over-month in the April data, translating to a decline of 0.4% year over year.
Alex Williams
175 posts
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Supply Chain Monitor: April 2024 PPI
PPI for All Commodities increased by a substantial 0.9% month over month, representing an increase of 0.1% year over year. We may be reaching the very tail end of any remaining deflation from post-pandemic supply chain resolution.
The Investment Picture: Q1 2024
Overall, the Q1 GDP print looks weaker overall than the previous print, with investment growth correspondingly weaker.
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Supply Chain Monitor: April PMIs
April's ISM PMIs came in cool, suggesting further deceleration.
Making the Market: DOE Can Secure Our Supply Chain with Financial Innovation
It is critical to build markets where producers can access affordable hedges against price volatility, and where other participants will affirmatively “buy the dip” in order to manage supply-related price declines and keep critical producers investing in capacity.
