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Supply Chain Monitor: June ISM
Both the Manufacturing and Services side of the ISM PMI surveys showed noticeable weakness in June.
Supply Chain Monitor
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Supply Chain Monitor: Industrial Production May 2024
The industrial production data posted slow growth for the month of May 2024, with the index rising 0.9% over the previous month, which translates to a 0.4% increase in year over year terms.
Paid-members
Supply Chain Monitor: May Producer Price Index
This month’s data also shows how important it will be to parse the distinction between the “end of the supply chain resolution disinflation” and growing disinflationary pressure from slackening demand for upstream inputs.
Paid-members
Supply Chain Monitor: May PMIs
In May, Manufacturing PMIs fell while Services PMIs posted surprisingly strong growth.
The Investment Picture: Q1 2024
Overall, the Q1 GDP print looks weaker overall than the previous print, with investment growth correspondingly weaker.
