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

Business Sentiment 217 China 3013 Cons. Discr. - Apparel 515 Cons. Discr. - Autos 1215 Cons. Discr. - Durables 544 Cons. Discr. - Retailing 493 Earnings 745 European Union 853 Germany 256 India 537 Info Tech - Tech Hardware 835 Japan 620 Materials - Chemicals 259 Materials - Metals/Mining 777 Metals - Aluminum 262 Metals - Steel 533 Outlook 96 Pakistan 26 Philippines 57 South Korea 599 Strikes 77 Tariffs 1831 Thailand 136 Theme - Canals 139 U.S. 5361 Ukraine 20 United Kingdom 379

• 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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