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Showing research about Cons. Discr. - Autos

20210617-brp-seasonal

BRP hits seasonal jump over supply chain constraints

Powersports vehicle maker BRP reported 47.1% year over year growth in revenues in the three months to April 30, beating analysts’ estimates by 10.2 percentage points. The expansion can also be seen in the U.S. seaborne imports linked to the firm which climbed 39.2% higher over the same period.... Read more →

20210611-thoughts-semis

Biden’s 90 ideas provide long-term aims not short-term fixes

The Biden administration’s 100 day review of supply chains for the four critical sectors of semiconductors, large capacity batteries, minerals and pharmaceutical ingredients has yielded a 250 page review including around 90 detailed recommendations. While far from being a European-style, state... Read more →

20210602-trade-us-exports

Trade recovery looks fragile as industries, countries diverge

The global recovery in merchandise activity appears widespread but may be fragile. U.S. exports for example climbed 50.4% higher year over year and by 6.3% compared to 2019 in the month of April. Yet, most of that recovery was down to food / agriculture and industrial supplies which climbed by... Read more →

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