COVID exposed U.S. dependence on technological hardware, key raw materials, and life-saving pharmaceuticals from Asia. In a spring 1940 fireside chat, President Franklin Roosevelt warned listeners in living rooms and boardrooms across the country that because of the “approaching storm” of World War II, manufacturers would be called on to build 50,000 combat airplanes in […]
Reshoring News
The restructuring of global supply chains has multifaceted and complex origins. The Covid-19 pandemic, climate change, automation, and geopolitical tensions have all contributed to reshaping companies’ international distribution and trading patterns. Each of these issues alone would make the prospect of improving supply chain resilience daunting. No country alone can easily fix all of them. […]
We’ve all heard the expression “War for Talent,” and if you are in manufacturing, you’ve been living this war intensely in recent years – particularly at the hourly level or in front-line supervision. Quite simply, resources are limited, and competition abounds. Nowhere is this competition for talent greater than at the plant management level, where […]
Illustration: Chen Xia/GTThe AP published an article on Monday under a headline: “Chinese businesses hoping to expand in the US and bring jobs face uncertainty and suspicion.” What the article describes is beyond regrettable and truly deplorable. “Chinese businesses are coming to the US with money, jobs and technology, only to find rising suspicion,” the […]
As we have seen, there has been a sizable rotation out of growth and into value-centric assets since Thursday, July 11. Our thoughts: The ‘Great Rotation’ needed a catalyst, and we now have a few of them (CPI’s disinflation print, changes in the interest rate cycle, 100% prob of a rate cut in September, etc). All […]
Illustration: Chen Xia/GTThe trade war, initiated by the US against China in 2018 and intensified in the following years, has placed unprecedented external pressure on China’s economy. However, this pressure has catalyzed China’s economic transformation and market diversification efforts. Beijing’s strategic pivot to expand external markets and extend its supply chains has rapidly reduced its […]
The equities market isn’t as straightforward. The potential effects widen as investors note what sectors may outperform or lag depending on election outcomes ranging from a red sweep, a divided government, or the renewed potential of a Democratic win under Vice President Kamala Harris’ lead. The uncertainty has banks and investors split about what they […]
There has been a constant barrage of supply chain disruptions over the past four years, thanks to COVID-19, geopolitical conflicts (Russia-Ukraine, Israel-Hamas wars), climate change, and shifting demographics. These issues have been particularly challenging within the medical devices sector, where the need for resilient supply chains is crucial. The COVID-19 pandemic exposed the vulnerabilities in […]
Global value chains have become integral for manufacturing and trade in the 21st century but their efficiency has been undermined by shocks emanating from the US–China trade war, the COVID-19 pandemic, the war in Europe and rising geopolitical tensions. In the post-pandemic era, a focus on strengthening the resilience of supply chains and protecting national […]
Reshoring of American manufacturing back to the United States of America is a welcome trend that we are happy to salute. U.S. Sen. Sherrod Brown’s bill requiring that American flags bought by the federal government must be 100 percent made in the United States is a symbolically appropriate act and not without substance. Read more […]
