The demand for automobiles continues to rise amid reports of chip shortages that are hurting production. This suggests that there will be strong profit margins in the auto manufacturing sector despite the missed opportunities to meet robust demand. … READ MORE >
Industrials
CHART OF THE DAY: Manufacturers wrestle with disruptions, shortages and rising prices
Manufacturing growth eased from its breakneck pace in April as supply chain bottlenecks and material shortages increase backlogs and limit production efforts. … READ MORE >
3 things to know in energy: Sustainable financing, emissions goals, Exxon’s carbon storage project
Biweekly, we round up news and analysis about three things going on in the energy industry that we think you should know about. Here’s the latest. … READ MORE >
CHART OF THE DAY: Surging RSM US Manufacturing Outlook Index implies a robust recovery
For the second month in a row, manufacturers’ optimism surged, which implies further acceleration in overall industrial production and manufacturing conditions. … READ MORE >
CHART OF THE DAY: Leading economic index points to robust expansion of industrial production
There are more signs of a recovery in the works. Both industrial production and the Conference Board’s leading economic indicator reported positive year-over-year growth rates in March. … READ MORE >
3 things to know in energy: signs of oil upswing, petrochemicals in Canada, Biden’s jobs plan
Biweekly, we round up news and analysis about three things going on in the energy industry that we think you should know about. Here’s the latest. … READ MORE >
Clean energy infrastructure is key part of Biden’s jobs plan
In the energy space alone, the plan would have important implications for tax incentives, the shift toward renewables, carbon capture efforts, the electric vehicle market and more. … READ MORE >
CHART OF THE DAY: Rebound in rail freight is an early sign of recovery
Intermodal rail freight is in the midst of a strong recovery in another sign that the manufacturing sector and the economy have entered the early stages of what we expect to be a robust expansion this year. … READ MORE >
RSM recovery watch: Upgraded growth forecast and more evidence of a turn in the business cycle
There are arguably enough positive indications to begin planning for a return to normal commercial activity. Here is a sampling of what’s to come, or better put, what the data is suggesting. … READ MORE >
CHART OF THE DAY: Fracking gives Texas and New Mexico swing-state status
We can anticipate increased consumer demand for energy, especially given the rapid advances in vaccine distribution. But whether price increases are sustainable or more North American wells come back online is speculation because of the potential of market interference. … READ MORE >