We count the cycle where it happens
We read demand and supply together, from raw materials all the way to the hyperscalers, so a shift at the materials end shows up in our trackers well before it reaches an end-customer order or a public release.
Our own channel research across distribution and suppliers: confirmed price actions, quoted lead times and conversations along the chain, read alongside company guidance and reported results. Findings often arrive before the results they bear on.
Every aggregate decomposes into the lines behind it, so a supplier or hyperscaler move can always be traced to what caused it rather than inferred.
Each release states what changed and what did not. The most recent period is a JNK estimate, revisable in that update only, and it locks with the following issue.
The seven trackers above, each released monthly or quarterly. Every issue carries the analysis and the full tables behind it, down to the individual product, customer or company line.
Written work between the releases, delivered daily by email: a turn in a specific product line, a company whose orders are moving against its peers, an assumption we have changed and why.
Longer studies on the structural questions behind the cycle, built on the same tracker history rather than on a separate view.
Direct conversations with the analysts who build the data. Questions on a number, a company or a call in the current issue, on IB or in a scheduled meeting.
Pick a tracker above and fill in the short form. A sample workbook from the current edition arrives by email. No call needed.
One link in that email requests a four-week trial, so you can work with the full tables before deciding anything.
A single tracker, a group along the chain, or the full suite with the daily email and analyst access. We size it to what you cover.
Each tracker page carries a sample workbook from the current edition, sent to your inbox. Four-week trials are reviewed individually.
IB: Martin Jacobs · {BIO 23848581 <GO>}
