<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=574268839740120&amp;ev=PageView&amp;noscript=1">

Markets and Business

Walt Custer

Recent Posts

As World Cycles Turn

Electronic Industry Business Cycles Look Promising (with Reservations)

Read More

Tide (Will Be) Turning

Recent Forecasts

Read More

Timing of Next Upturn? A Forecast

The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses? 

Read More

Watching (Impatiently) for the Upturn

Business Conditions

Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2). 

Read More

Don’t Look at These Charts!

Electronic equipment growth definitely slowed in late 2018 (Chart 1). Based on the consolidated revenues of 213 large, global OEMs electronic equipment sales grew only 2.1 percent in 4Q’18 vs. 4Q’17, down from 4.9 percent in the third quarter and...

Read More

A Ride on the Business Cycle

Global Growth Slows in Fourth Quarter

World electronic industry growth moderated (or contracted) in many sectors in late 2018.  Compare Chart 1 (3Q’18 vs.3Q’17) to Chart 2 (4Q’18 vs.4Q’17). The length and color of the bars tell the story. The...

Read More

It’s Chilly!

4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth

Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite...

Read More

General Industry Slowing Coupled with Geopolitical Strife

Global Growth by Electronic Sector

Read More

Decelerating Growth Now but 2018 was a Decent Year

World Electronic Supply Chain Third Quarter Growth

Chart 1 is our preliminary estimate of US$ denominated growth by sector of the global electronic supply chain in 3Q’18 vs 3Q’17. For most sectors, consolidated financial reports of companies...

Read More

Industry Growth and Geographic Shifts

Electronic Equipment

Global electronic equipment production is in its traditional “fall busy season” as the consumer driven end markets ramp up for the holiday season (Chart 1). Both normal seasonality and organic growth are driving this year’s...

Read More