supplychain
The Importance Of Cashflow Considerations In The Supply ChainMr Chapman says: “Despite the crises at Credit Suisse, Silicon Valley Bank, Signature Bank, First Republic Bank and rumours circulating concerning Deutsche Bank, central banks have recently increased interest rates. Q4 2022 hedge fund letters, conferences and more Thanks to demographic pressures creating labour shortages, some inflationary pressure is likely to remain a threat, meaning interest rates are likely to remain permanently higher than pre-Covid levels. There are important implications of higher interest rates when some bank...
ValueWalk
Business owners have been dealing with all sorts of persisting challenges for much of the year, from ongoing price increases to a tight labor market – supply chain shortages are simply another hurdle they’ve learned to manage. On the back of this, geopolitical tension between Russia and Ukraine has also left much of the supply chain demobilized, all the while mass-producing countries such as China closed off much of its borders and ports of entry due to the country’s Zero Covid policy. Q3 2022 hedge fund letters, conferences and more Key findings from the survey revealed that roughly 86% of sm...
ValueWalk
In his podcast addressing the markets today, while commenting on the automotive industry, Louis Navellier offered the following commentary. Alarming ISMThere was a significant Treasury bond rally this week and the 10-year Treasury bond yield fell below 2.9% on Friday. Naturally, if market rates fall this week, then it will take pressure off the Fed to raise key interest rates. However, a 0.75% key interest rate hike at the Federal Open Market Committee (FOMC) on July 27 is still likely, since the Fed remains behind market rates. Q1 2022 hedge fund letters, conferences and more The Institute of...
ValueWalk
It’s certain that the recession will come eventually. The questions are: when, how will it impact the market, and are there any reasons to be afraid? The more tricky question is about timing: is a recession just around the corner, as more and more economists and analysts worry? Well, there are some disturbing economic signals worth looking at. First, in the first quarter of 2022, the real US GDP decreased 0.4% compared to the Q4 of 2021 (see the chart below), or 1.4% at an annualized rate, according to the advance estimates by the Bureau of Economic Analysis. The decline in GDP is always scary...
ValueWalk
In the United Kingdom, the number of truck drivers has plummeted since the country decided to formally leave the European Union in January 2020. A letter by the Road Haulage Association to the British Prime Minister estimates that the country has a shortage of more than 100,000 qualified truck drivers. Q1 2022 hedge fund letters, conferences and more Over in the United States, the landscape doesn’t look any different. According to the American Trucking Association (ATA), in 2021 driver shortage reached a staggering 80,000, with estimates to nearly double by 2030. From the backlog of deliveries...
ValueWalk
The ocean harbors more than 80% of the globe’s traded goods. The Royal Bank of Canada (RBC) conducted a new study that has revealed economic data suggesting that 20% of all container ships in operation are sitting in traffic at several different major ports around the globe. According to the study, the Ukraine war, China’s COVID-19 lockdowns, and other complications are creating extremely long wait times at ports. This is causing costs to skyrocket. Q1 2022 hedge fund letters, conferences and more The RBC report shows vessels anticipating berth at the Port of Shanghai stand at 344. The current...
ValueWalk
In hisDaily Market Notes report to investors, while commenting on Apple, Louis Navellier wrote: Healthy Consumer SpendingThe Commerce Department announced that personal consumption expenditures rose 1.1% in March, while personal income rose by 0.5%. Anytime consumers spend more than their income by drawing down savings or incurring new debt is a sign of rising consumer confidence. According to the personal consumption expenditures data, consumers continue to buy durable goods, but spending on services, like restaurants and travel rose considerably. Naturally, consumer spending on food and gaso...
ValueWalk
In the late 1960s, the central planners in the Soviet Union decided that they needed to do something to boost their winter food supplies. So they decided to build a massive greenhouse complex where they could grow year-round food. You’d think they would have picked a better location, perhaps in one of the Soviet Union’s warmer, sunnier spots like Sochi or Batumi. Q1 2022 hedge fund letters, conferences and more But instead they chose to locate their greenhouse in the bitterly cold climate of Lithuania. At the same time, these central planners realized that their giant greenhouse would require ...
ValueWalk
28% of all firms with 10 or more employees experienced supply chain issues over the last month.52% of businesses with 10 or more employees within the manufacturing industry reported global supply chain disruption in March.Input price inflation (23%) and energy prices (20%); were the two main concerns among companies in late March.Brent crude rises 2% to back above $103 a barrel as global supply worries continue.Q4 2021 hedge fund letters, conferences and more "There were high hopes that by now the supply chain headaches induced by the pandemic would have eased, but instead firms are still in t...
ValueWalk
“With peace talks appearing to falter, and expectations increasing that the devastating war in Ukraine will become entrenched, the oil price has been on the march upwards again. Brent crude is trading around $108 dollars a barrel, causing a fresh ripple of worry about the effect rising energy prices will have on businesses and consumers. Equity markets remain highly sensitive to the repercussions of the conflict and as fighting enters the fourth week, there still seems a gulf separating Russian and Ukrainian negotiators. The higher oil price is expected to boost shares in energy giants, with t...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら