The recent reopening of China’s factory floors and the easing of its supply chain bottlenecks have prompted discussion about the ability of the U.S. supply chain to absorb what will be a tsunami of imported goods. … READ MORE >
Industrials
Chart of the day: Industrial production hits a record amid signs of a slowdown
Industrial production in the United States hit a record in May, but signs of a coming economic slowdown emerged in the report released by the Federal Reserve on Friday. … READ MORE >
Chart of the day: The long-term impact of a ban on Russian energy
The embargo on Russian energy supplies poses serious long-term challenges for the European Union. … READ MORE >
Inflation and gross margins—who is winning? Part 1: The transportation sector
RSM took a detailed look at gross margins across different peer groups in the industrials sector to see how each has fared during this time of high inflation. … READ MORE >
Manufacturing sector grew steadily in May
The manufacturing sector expanded at the slightly faster rate in May as demand remained strong. … READ MORE >
RSM US Manufacturing Outlook Index shows 35% probability of recession over next year
The RSM US Manufacturing Outlook Index declined into negative terrain in May, signaling the impact of high inflation, rising interest rates, the lockdowns in China and the war in Ukraine. … READ MORE >
The U.S. may see another supply whipsaw amid transport logjams
The months-long lockdown in Shanghai, China’s most populous city and home to the world’s largest container port, is causing a pile-up of ships at anchor off the Chinese coast. Factory shutdowns and the reduced flow of goods from the city’s port will cause another jolt to U.S. supply chain in the weeks and months to come.
The predictable knock-on effects of the Shanghai lockdown–while far from a total supply disruption akin to that of the early days of the pandemic—will certainly sustain or worsen supply shortages and sustain worldwide inflation. … READ MORE >
Chart of the day: Industrial production hits record
The Federal Reserve’s index for industrial production volume rose by 0.8%, the fourth consecutive month of strong expansion. … READ MORE >
Chart of the day: Manufacturing grew at a slower rate in April
Manufacturing grew at a slower rate in back-to-back months as labor shortages continued to hamper production while demand moderated from January’s high. … READ MORE >
RSM US Manufacturing Outlook Index: Decelerating growth as tensions mount
The RSM US Manufacturing Outlook Index is signaling the potential of further economic moderation from rising prices and slowing demand. … READ MORE >