High-level analytical models from Armada and MN&A show that the outlook for industrial production for manufacturing over the next 18 months is likely to accelerate next year. The latest forecast released in the Armada Strategic Intelligence System (ASIS) shows broad industrial production for manufacturing rising 5.6% in Q3 and 2.9% in Q4. …

High-level analytical models from Armada and MN&A show that the outlook for domestic computer and electronic manufacturing over the next 18 months is facing a tough period this fall. The latest forecast released in the Armada Strategic Intelligence System (ASIS) shows machinery manufacturing slipping 1.7% in Q3 and .06% in Q4 (worse than seasonality). …

Is everything in short supply these days? The short answer is probably yes. The real question is how long the supply shortages last. The last few months have been one of those “perfect storm” situations (forgive the tired phrase). There are three factors that have combined to create significant shortages in almost every category one can imagine. There are shortages of silicon chips and lumber and even Grape Nuts cereal. What gives? …