One potential consequence of an economy that is growing at a slow pace is the higher likelihood that reported economic data has a tendency to conflict with some of the other economic reports. An example of this is the report on manufacturing activity released on Monday. Both the Institute forRead More →

Chinese manufacturing activity fell to an eight-month low in October, an official gauge showed, raising another warning signal as hopes for a U.S.-China trade truce were dealt a further blow. China’s official gauge of factory activity, the manufacturing purchasing managers index, dropped to 49.3 in October from 49.8 in September,Read More →

Asian markets were mixed in early trading Thursday, following a day of gains on Wall Street. Preliminary data Wednesday showed Japan’s manufacturing activity shrank for a fourth consecutive month, according to Reuters. The Jibun Bank Flash Japan Manufacturing Purchasing Managers’ Index rose to a seasonally adjusted 49.5 in August fromRead More →

ACT Research, the leading publisher of commercial vehicle industry data in North America, reported last week that freight rates in for-hire trucking had declined in May. It was the fourth month in a row when prices had been pressured. More and more, there is a downturn growing in the transportationRead More →

Qualcomm (NASDAQ:QCOM) has Taiwan Semiconductor Manufacturing Company (NYSE:TSM) as its largest supplier in China. Data from Bloomberg’s Supply Chain Database indicates that TSM has 5.29% revenue exposure with Qualcomm, yet Qualcomm has 15.75% cost exposure with TSM. TSM’s financial reporting provides a unique information advantage to Qualcomm shareholders: In Taiwan,Read More →