The word from the Panjiva research team: we experienced another seasonal increase in global trade activity in August.  Specifically, the number of waterborne shipments coming into the U.S. experienced a 4% month-over-month increase from July to August.

The number of global manufacturers shipping to the U.S. increased 2% from July to August.  This is roughly in line with previous years’ July-to-August changes: +1% in 2010,  +1% in 2009, -1% in 2008, and -1% in 2007.

Additional notes:

• The percentage of significant manufacturers on the Panjiva Watch List grew slightly from 20% to 21%.
• The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months held steady at 29%.

Methodological notes:

• Manufacturers that have suffered a 50% or greater decline in volume shipped to American customers in the most recent three month period, versus the same period a year ago, are on the Panjiva Watch List.
• “Significant manufacturers” are companies that have sent 10 or more shipments to American customers within the last year. As of the end of August, there were 95,694 significant manufacturers.
• “Significant buyers” are U.S. companies that have received 10 or more shipments from overseas manufacturers within the last year. As of the end of August, there were 82,182 significant buyers.

The word from the Panjiva research team: we experienced a seasonal increase in global trade activity in July.  Specifically, the number of waterborne shipments coming into the U.S. experienced an 5% month-over-month increase from June to July.

The number of global manufacturers shipping to the U.S. was also up 2% from June to July.  This is roughly in line with previous years’ June-to-July changes: flat in 2010,  +7% in 2009, and +6% in 2008.

Additional notes:

• The percentage of significant manufacturers on the Panjiva Watch List remained steady at 20%.
• The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months grew slightly from 28% to 29%.

Methodological notes:

• Manufacturers that have suffered a 50% or greater decline in volume shipped to American customers in the most recent three month period, versus the same period a year ago, are on the Panjiva Watch List.
• “Significant manufacturers” are companies that have sent 10 or more shipments to American customers within the last year. As of the end of July, there were 95,555 significant manufacturers.
• “Significant buyers” are U.S. companies that have received 10 or more shipments from overseas manufacturers within the last year. As of the end of July, there were 82,127 significant buyers.

Panjiva’s New York office has been stocking up on Angry Birds plush toys.  It appears we’re not the only ones.  Check out the Panjiva Trends data on Angry Birds shipments:

The green pigs should be afraid.  Very afraid.

The word from the Panjiva research team: we saw a very slight decline in global trade activity in June.  Specifically, the number of waterborne shipments coming into the U.S. experienced an 1% month-over-month decline from May to June.

The number of global manufacturers shipping to the U.S. was also down 1% from May to June.  This is roughly in line with previous years’ May-to-June changes: +1% in 2010, -1% in 2009, and -2% in 2008.

Additional notes:

• The percentage of significant manufacturers on the Panjiva Watch List remained steady at 20%.
• The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months grew from 27% to 28%.

Methodological notes:

• Manufacturers that have suffered a 50% or greater decline in volume shipped to American customers in the most recent three month period, versus the same period a year ago, are on the Panjiva Watch List.
• “Significant manufacturers” are companies that have sent 10 or more shipments to American customers within the last year. As of the end of May, there were 95,192 significant manufacturers.
• “Significant buyers” are U.S. companies that have received 10 or more shipments from overseas manufacturers within the last year. As of the end of May, there were 81,776 significant buyers.

The word from the Panjiva research team: we saw solid seasonal growth in global trade activity in May.  Specifically, the number of waterborne shipments coming into the U.S. experienced an 8% month-over-month increase from April to May.

The number of global manufacturers shipping to the U.S. was up 6% from April to May.  This aligns with last year’s robust 9% increase, 2009’s +2%, and 2008’s +3%.

Additional notes:

• The percentage of significant manufacturers on the Panjiva Watch List continued its gradual increase from 19% to 20%.
• The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months also experienced an increase from 26% to 27%.

Methodological notes:

• Manufacturers that have suffered a 50% or greater decline in volume shipped to American customers in the most recent three month period, versus the same period a year ago, are on the Panjiva Watch List.
• “Significant manufacturers” are companies that have sent 10 or more shipments to American customers within the last year. As of the end of May, there were 94,302 significant manufacturers.
• “Significant buyers” are U.S. companies that have received 10 or more shipments from overseas manufacturers within the last year. As of the end of May, there were 81,390 significant buyers.

Today, Panjiva launched its first Quarterly Trendspotting Report which contains a quantitative analysis of the macro trends shaping global trade during Q1 2011. This new initiative draws on Trendspotting, our intelligence tool which helps sourcing executives figure out which geographies are trending “hot” for the products they seek across the globe. The report provides a clear view of how some of the most rapidly changing product categories performed relative to the same quarter one year prior and can aid sourcing executives in making key decisions.

Some interesting findings from Q1 2011:

• U.S. Sourcing Executives are Still Dependent on China — The sheer dollar value of imports from China grew by over $13 billion. This is disconnected from what we have been hearing directly from sourcing executives that are eager to do business elsewhere. U.S. companies continue to be dependent on imports from China.
• High-end Products are In Demand in U.S. — Smartphones and precious stones came in as top drivers of imports this quarter with a 21 percent and 40 percent change, respectively.
• American Manufacturing Hype is Mostly Just That — Export growth was driven first and foremost by an increase in oil exports. Other export winners included cars and high end electrical products suggesting that the manufacturing resurgence is not broad-based.

The complete report, with more in-depth analysis on specific geographies and product categories, is available for free download at http://panjiva.com/info/q1_tradeflows/.

Looking forward to the summer movie season?  So are we.  Some data on which movies are likely to move the most merchandise, courtesy of Panjiva Trends.

The word from the Panjiva research team: we saw a healthy bump in global trade activity in April.  Specifically, the number of waterborne shipments coming into the U.S. experienced a 7% month-over-month increase from March to April.

The number of global manufacturers shipping to the U.S. was up 6% from March to April.  This compares favorably to last year’s 5%  March-to-April increase but unfavorably to 2009′s 8% March-to-April increase.

Additional notes:

• The percentage of significant manufacturers on the Panjiva Watch List increased slightly from from 18% to 19%.
• The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months also experienced a slight bump, from 25% to 26%.

Methodological notes:

• Manufacturers that have suffered a 50% or greater decline in volume shipped to American customers in the most recent three month period, versus the same period a year ago, are on the Panjiva Watch List.
• “Significant manufacturers” are companies that have sent 10 or more shipments to American customers within the last year. As of the end of April, there were 93,649 significant manufacturers.
• “Significant buyers” are U.S. companies that have received 10 or more shipments from overseas manufacturers within the last year. As of the end of April, there were 80,821 significant buyers.

Our crack research team has uncovered sad news.  Bunny shipments are down.

The word from the Panjiva research team: we saw a modest uptick in global trade activity in March.  Specifically, the number of waterborne shipments coming into the U.S. experienced a 4% month-over-month increase from February to March.

The number of global manufacturers shipping to the U.S. was essentially flat versus February.  This compares unfavorably to last year’s 3%  February-to-March increase and 2009′s 2% February-to-March increase.

Additional notes:

• The percentage of significant manufacturers on the Panjiva Watch List declined slightly from from 19% to 18%.
• The percentage of significant buyers having done business with a Panjiva Watch List supplier in the preceding three months also declined slightly, from 26% to 25%.

Methodological notes:

• Manufacturers that have suffered a 50% or greater decline in volume shipped to American customers in the most recent three month period, versus the same period a year ago, are on the Panjiva Watch List.
• “Significant manufacturers” are companies that have sent 10 or more shipments to American customers within the last year. As of the end of March , there were 94,026 significant manufacturers.
• “Significant buyers” are U.S. companies that have received 10 or more shipments from overseas manufacturers within the last year. As of the end of March, there were 80,845 significant buyers.