Paid-members
Supply Chain Monitor: January Industrial Production
Overall industrial production stayed flat year over year in the January data, and shrank by 0.1% month over month.
Supply Chain Monitor
34 posts
Paid-members
Supply Chain Monitor: December Industrial Production
Overall production inched up, with headline industrial production rising 0.1% month-over-month for a 1% year-over-year increase.
Paid-members
Supply Chain Monitor: December PPI
One way we can think about how present inflation is different from the 1970s experience is by looking at the difference in price changes for capital goods.
Paid-members
Supply Chain Monitor: Manufacturing PMIs
Today saw the release of the December ISM report, the first real soft data since the Fed confirmed the hiking cycle is over. Overall manufacturing ticked up, contracting at a slower rate than in previous months, suggesting the beginnings of a turnaround.
Paid-members
Supply Chain Monitor: November Industrial Production
We closely track developments in production to understand how the economy is reacting to changing policy and conditions.
