While government services contractors battle a tight labor market and continued supply chain disruptions, they are excited for what the future holds relating to infrastructure, artificial intelligence and zero-trust cybersecurity. Top executives in government services recently highlighted opportunities ... READ MORE >
supply chain
Global supply chain disruptions accelerate, presenting a challenge to the middle market
Fragile global supply chains are facing another round of port closures, factory shutdowns, production halts and labor shortages as the delta variant spreads. These disruptions will almost certainly delay the return of full production in the global economy until the middle of next year and create ... READ MORE >
Global manufacturing activity and delta-induced supply chain disruptions
Rising costs and supply chain constraints continue to disrupt U.S. manufacturing activity and may worsen as the world’s factory floors brace for more shutdowns linked to the spread of the coronavirus delta variant. Even U.S. companies that do not have operations in other countries can expect to feel the ... READ MORE >
5 things to know in life sciences: Week of June 7
The U.S. Food and Drug Administration’s approval of the Alzheimer’s drug, aducanumab, ushered in both a likely blockbuster for developer Biogen and sparked a debate both within the biopharma industry and among health care providers. We also look at a major medical device acquisition, investment in ... READ MORE >
5 trends from government services companies’ Q1 earnings calls
Through the start of 2021, the government services ecosystem buzzed with excitement around the Biden administration’s budget request and proposed infrastructure package. Contractors expect federal spending to flow toward initiatives such as IT modernization, supply chain risk management, cybersecurity and ... READ MORE >
5 trends from defense technology companies’ Q1 earnings calls
Companies in the defense technologies ecosystem began 2021 by continuing to closely monitor operations and supply chains while positioning for short- and long-term federal government modernization efforts. In fourth-quarter earnings calls hosted in late April and early May, top executives in the industry ... READ MORE >
5 things to know in life sciences: Week of March 1
In this week’s roundup we look at new data coming out of the United Kingdom and Israel on their COVID-19 vaccination programs’ results. The U.K. reported last week promising data on the efficacy of the Pfizer-BioNTech vaccine after just one dose. We also highlight improvements in public perception of the ... READ MORE >
CHART OF THE DAY: Manufacturing remains strong despite labor, supply chain challenges
U.S. manufacturing activity remained robust in January but faced challenges on the labor and supply chain front, according to new data released Monday by the Institute for Supply Management. These challenges are limiting production and driving up prices. The ISM’s Manufacturing Purchasing Managers’ ... READ MORE >
CHART OF THE DAY: Darkness before the dawn in global auto manufacturing
Global auto production has declined 32% on a year-ago basis largely because of the combined impact of the global trade war and pandemic. But as dour as that reality is, there are signs that the disruptions to global supply chains will ease as the global economy emerges from a deep slump and the ... READ MORE >
CHART OF THE DAY: Pipeline pressures remain muted amid inflation fears
Headline consumer and producer prices in July both exceeded consensus expectations, prompting worry about rising prices. The University of Michigan consumer sentiment survey of five-10-year inflation expectations is at 3%, the highest level since 2016 as the global pandemic has impacted a wide array of ... READ MORE >