Category: Financial Crisis

Panjiva’s March Manufacturer Data: Have We Hit Bottom?

  • By Josh Green
  • · April 28, 2009
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New data from the Panjiva research team.  Interestingly, our analysis of the U.S. shipping data through March seems to back up U.S. Treasury Secretary Tim Geithner’s recent claim that “the decline in world trade may be abating.”  Specifically, from February to March, there was a slight increase in the number of companies shipping to U.S. […]

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From January to February: 10% Decline in Manufacturers Shipping to U.S.

  • By Josh Green
  • · April 5, 2009
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Last week, President Obama warned that the United States is unlikely to return to its role as a “voracious consumer market.”  If he’s right, the effect on global manufacturers is likely to be profound.  Panjiva’s latest analysis of February shipping data illustrates this point. From January 2009 to February 2009, in just a single month, […]

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Panjiva In The News

  • By Josh Green
  • · April 2, 2009
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Thought I’d share some of the recent mentions of Panjiva across the web. Associated Press “One in four major Chinese manufacturers shipped less than half as much to U.S. customers in November through January than they did a year earlier, [Panjiva CEO Josh Green] said.” http://www.newsweek.com/id/191598 CIO “Panjiva data shows that 132 of the Big […]

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GM: Shipments Down Further In February; Off 42% Versus Year Ago

  • By Josh Green
  • · March 30, 2009
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After the announcement that Rick Wagoner is being forced out, the Panjiva team decided to take another look at shipments to GM from their global suppliers.  About 10 days ago, we described the drop in shipments to GM from September of 2007 to January of 2009.  It turns out, from January to February of this […]

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Big Three Hit The Brakes

  • By Josh Green
  • · March 20, 2009
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Today, the Wall Street Journal announced that the domestic auto suppliers are getting help.  The Panjiva research team is looking into these domestic auto suppliers.  In the meantime, take a look at the data on the Big Three’s relationships with their overseas suppliers.  Indeed, shipments from overseas suppliers to the Big Three have dropped precipitously: […]

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America’s Most Dangerous Export?

  • By Josh Green
  • · March 13, 2009
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Remember when American officials were worried about the safety of Chinese exports?  How quickly the tables have turned.  Chinese premier Wen Jiabao is “worried” about the “safety” of America’s most dangerous export: U.S. Treasury bonds. Five months ago, I wrote about the parallels between China’s product safety crisis and America’s financial crisis.  Today, there’s not […]

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1 in 3 Buyers Working With Troubled Manufacturers

  • By Josh Green
  • · March 11, 2009
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Last month, we released data that highlighted the impact of the economic downturn on manufacturers around the world.  This month the Panjiva research team focused on U.S. buyers, in order to get a sense of how many are exposed to significant risk by virtue of doing business with troubled manufacturers. Specifically, we focused on the […]

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World Bank: Global Economy Will Shrink in 09

  • By Josh Green
  • · March 8, 2009
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Pessimistic, if not terribly surprising, 2009 predictions from the World Bank: Global economy will shrink for first time since World War II Global trade will shrink for the first time since 1982 If 2009 turns out the way that the World Bank predicts, it will be the year which illustrates both the success and failure […]

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The Economist on “The Collapse of Manufacturing”

  • By Josh Green
  • · February 24, 2009
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Very interesting piece by The Economist on “The Collapse of Manufacturing.”  It lays out the argument against government intervention to support failing manufacturers.  The core macroeconomic point is right: “sectoral aid does not address the underlying cause of the crisis—a fall in demand, not just for manufactured goods, but for everything.” However, I think the […]

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Panjiva In The News

  • By Josh Green
  • · February 20, 2009
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It’s been a busy few weeks at Panjiva.  We launched coverage of all industries, released new data showing the effect of the economic downturn on the global supply chain, and began working with a great new customer — The Home Depot®.  Thought I’d share some snippets from the press coverage we’ve received: Financial Times “Josh […]

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