Tag Archives: manufacturing

Good Perspective on China’s Dueling PMIs

Posted on April 2, 2012 by

Good stuff at European CNBC this morning.  The markets had their doubts on China’s conflicting PMIs early this morning, especially after the Eurozone PMI confirmed weakness.   Didn’t last long, however, after U.S. ISM manufacturing came in better than expected, … Continue reading →

Posted in Black Swan Watch, China | Tagged , , , , , , , | 1 Comment

Global PMI at 7-month High

Posted on February 1, 2012 by

Markit reports, The global manufacturing sector continued to record below trend growth at the start of 2012. At 51.2 in January, the JP Morgan Global Manufacturing PMI™ rose to a seven month high, but remained below its long-run average (51.8). … Continue reading →

Posted in Economics, Employment, Manufacturing | Tagged , , , | 3 Comments

Quote of the Day: The Big Think

Posted on December 28, 2011 by

“Tech companies are creating plenty of jobs for robots.” – Daniel Honan,  The Robot Hiring Boom Has Arrived

Posted in Employment, Nonlinear Thinking | Tagged , , , | Leave a comment

China’s Faces Manufacturing Downturn

Posted on December 13, 2011 by

China’s manufacturing sector slowing down affecting thousands of factories already on the brink.   Export growth will slow to a two-year low of just 11 percent in November, well off the year’s peak of 38 percent.   Exports to the European Union, … Continue reading →

Posted in China, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

U.S. Regional Unemployment Rates

Posted on May 26, 2011 by

An informative chart from the BLS showing the unemployment rate by region.  Last month,  the highest regional unemployment rate in the United States was in the West at 10.4 percent. The Northeast and Midwest had the lowest rates, 8.0 and … Continue reading →

Posted in Economics | Tagged , , , , | 1 Comment

Inflation Cometh: The End of Cheap Chinese Goods

Posted on March 24, 2011 by

We  posted yesterday about the end of Chimerica and have written several pieces on the rapid increase in Chinese manufacturing wages and end of the secular disinflation caused by the entry of the country’s labor force into the global economy.   … Continue reading →

Posted in China, Commodities, Employment, Policy | Tagged , , , | 4 Comments

Nonlinear Thinking: Modern Manufacturing

Posted on March 10, 2011 by

A must view video of the Volkswagen ultra modern/high tech manufacturing plant in Dresden, Germany.   We’re sensing the birth of a “manufacturing renaissance” in the U.S. and it may end up looking similar to this.   Hat tip to … Continue reading →

Posted in Nonlinear Thinking, Video | Tagged , , , | Leave a comment

Nonlinear Thinking: 3D Printing To Revolutionize Manufacturing

Posted on February 11, 2011 by

The Economist has a great piece out today on the coming revolution in manufacturing with 3D printing, which could have as a profound impact on the world as the factories once did. It works like this. First you call up … Continue reading →

Posted in BRICs, China, General Interest, Japan, Nonlinear Thinking, Technology | Tagged , , , | 4 Comments

America’s FIRE Economy

Posted on February 3, 2011 by

We suspect you’ve seen a version of the following chart, which illustrates the secular decline in manufacturing and the rise of finance, insurance, and real estate (FIRE) in proportion to U.S. GDP.   We’ve added a few years to the data … Continue reading →

Posted in Economics, General Interest, Real Estate | Tagged , , | 19 Comments