• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral supply chains may be time-limited.
• Activity in the chipmaking industry continues to decline, while the latest bill of lading data and corporate earnings reports from Levi Strauss & Co. and MillerKnoll Inc. show the consumer goods downturn is continuing to abate.
• Environmental, social a...