Supply Chain Edge: Right place, right time – outlook for Q3’23 — Panjiva
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Supply Chain Research

Supply Chain Edge: Right place, right time – outlook for Q3’23

Business Sentiment 197 China 2955 Cons. Discr. - Apparel 481 Cons. Discr. - Autos 1162 Cons. Discr. - Durables 500 Cons. Discr. - Retailing 454 Earnings 712 European Union 809 Germany 238 India 497 Info Tech - Tech Hardware 779 Japan 593 Materials - Chemicals 223 Materials - Metals/Mining 740 Metals - Aluminum 242 Metals - Steel 504 Outlook 94 Pakistan 26 Philippines 54 South Korea 570 Strikes 58 Tariffs 1783 Thailand 132 Theme - Canals 118 U.S. 5300 Ukraine 20 United Kingdom 356

• S&P Global Market Intelligence’s outlook for the rest of 2023 and beyond finds that supply chain operations are mostly close to normal, and that trade activity will recover late in 2023. Policy events to watch include US-mainland China tariff relations, EU environment policy and the war in Ukraine. More firms will launch post-pandemic supply chain resilience strategies.
• We look at Tesla’s potential investments in India. The approaching Wimbledon week provides an excuse to investigate the environmental, social and governance challenges facing tennis ball suppliers. New macroecon...

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