Hardware Podcasts

Navigating Financial Trends Amid Political Change - EMS & The Economist, August 2024

EMS@C-LEVEL · 12 Aug 2024 · 25m

What this episode covers

IPC Chief Economist Shawn DuBravac joins host Philip Stoughton to analyze recent market volatility, attributing the tech stock sell-off to a repricing of risk driven by geopolitical tensions, a slowing US economy, and the unwinding of the yen carry trade. DuBravac explains that EMS and PCB manufacturers are losing pricing power as input costs remain high while selling prices decline, forcing companies to seek lower-cost production in Asia or Mexico. The conversation further explores how the upcoming US presidential election creates investment hesitation among manufacturers, who are waiting for policy clarity and potential stimulus before committing to long-term capital projects.

Most relevant to

established companies

Topics

Mentioned

Companies
IPC, NVIDIA, Apple, Berkshire Hathaway, Alphabet, Starbucks, Target, Flex, Jabil, Sanmina, Celestica, Foxconn, Intel

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