• 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 i...