Major Breakouts For WTI and Brent Crude Oil. Actionable Themes: Energy, Manufacturing, Autos/Parts
Today we highlight several positive developments that have occurred since last week’s Int’l Compass report, all of which continue to support our...
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Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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Factories Outside of China Now Halting Production as Virus Impact Expands
As a follow up to our note Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled, reports that business...
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The Week That Was in North Asia 🇰🇷 🇯🇵: Nexon, Japan CVS/Drugstores, Nissan/Renault, KOSPI Rebal
This past week saw a few dozen insights published on Smartkarma with regard to North Asia, with a whole bunch in the IPOs and Placements category...
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April U.S. Auto Demand: 16.4m Unit SAAR Suggests Strong SAAR in March May Have Been a One-Off
From February's SAAR of 16.57m units, March SAAR had jumped to 17.45m units before settling down to 16.4m units in April (-6.0% MoM, -4.3% YoY). ...
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