The U.S. is showing steady growth in electronics production. Three-month-average change versus a year ago (3/12) in March 2019 was 6.2%, the 12[SUP]th[/SUP] consecutive month of growth above 5%. China electronics production is decelerating, with March 2019 3/12 growth of 8.2%, similar to 8.3% in February. This marks the first… Read More
Production of electronics has been accelerating in the last several months, contributing to strong growth in the semiconductor market. China, the largest producer of electronics, has seen three-month-average change versus a year ago (3/12 change) accelerate from below 10% for most of 2016 to 14.5% in April 2017. China’s April… Read More
The Chinese stock market (as measured by the Hang Seng Index) dropped 11% from August 14 to August 24 over concerns of a slowing economy. In reaction, the U.S. stock market (as measured by the S&P 500) dropped 11% from August 17 to August 25. The China market has since rebounded 2% while the U.S. market rebounded 5%. Will a slowing… Read More
