The Investment Picture: Q1 2024
Overall, the Q1 GDP print looks weaker overall than the previous print, with investment growth correspondingly weaker.
Alex Williams
188 posts
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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.
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Supply Chain Monitor: Industrial Production March '24
Today’s edition focuses on the Industrial Production data produced by the Federal Reserve – a dataset which allows us to evaluate and aggregate sector-level shifts in production and output.
Paid-members
Supply Chain Monitor: March PPI
Today’s edition focuses on the Producer Price Index data collected by the Bureau of Labor Statistics – a dataset which allows us to evaluate and understand aggregate and sector-level shifts in the input costs faced by firms.
