• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin supply chains, where volumes are falling, costs are rising and maintaining ethical sourcing is a challenge.
• There are new US export rules to contend with in the semiconductor industry, while the latest earnings data from the major chipmakers and suppliers suggest the downturn in demand is c...