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Markets and Business

Timing of Next Upturn? A Forecast

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

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Watching (Impatiently) for the Upturn

Business Conditions

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

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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...

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General Industry Slowing Coupled with Geopolitical Strife

Global Growth by Electronic Sector

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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...

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