Escalation watch
YoY · index-linked escalators- Semiconductor Manufacturing PPI+17.9%
Producer pricing for semiconductor manufacturing. Leading reference for OEM hardware quote movement.
- Software Publishers PPI+0.6%
Software publisher producer pricing. Context for SaaS and perpetual licence renewal pricing.
- Cloud & Data Hosting PPI+1.0%
Data processing and hosting producer pricing. Reference for cloud and managed services renewal pricing.
Weather Alerts No active alerts
No active weather alerts for the monitored regions.
Insights 2
Trade Policy Uncertainty Index at 3,049.4, well above historical norms. The probability of new tariffs, export controls, or other cross-border restrictions affecting IT hardware and software supply is elevated.
Why this matters A useful prompt for conversations with IT hardware partners about country-of-origin exposure and how to jointly think through timing on orders that may sit in a tariff-exposed window.
US IT services employment fell by -13.2K month-over-month. Consulting bench utilization tightens at staffing firms in this regime, and contractor day rates and SOW pricing typically loosen with a one-to-two-quarter lag.
Why this matters A useful prompt for ongoing dialogue with IT consulting and managed-services partners about how the market is moving, and for revisiting whether deferred work makes sense to bring forward together.