Auto slowdown slowing down as U.S. sales stumble on shortages July 7, 2021 U.S. automotive sales are starting to feel the drag from a shortage of key components including microchips. Sales of cars and light trucks dropped by 14.1% in June 2021 versus June 2019. Sales of foreign-made vehicles fell by 4.1%. Seaborne imports in June will determine availability for sales... Read more →
Q3’21 Outlook: The fallout from short-term supply chain planning July 5, 2021 The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →
Honda Changes Gear, Rather Than Revving Up, in Brazil As Growth Remains Slow April 18, 2018 Honda will finally open a car factory in built in Brazil in 2015. Rather than representing a growing market though the company is making the move to improve efficiency vs. its other plant in the country. The move comes as the growth in Brazilian production of cars slowed to 15% on a year earli... Read more →
Will Japanese Exporters Continue to Suffer? May 12, 2016 Japan experienced a 21st straight trade surplus in March, Bloomberg reports, as a result of cheap energy imports. This isn’t all good news though as exports have been weaker in part because the yen has been stronger vs. its trading partners. So who is suffering, and did they do any bett... Read more →