Supply Chain Research

Exports from the EU to the rest of the world climbed 4.3% year over year in euro terms in September. That marked a reversal from a 3.3% slide a month earlier, and came as German business sentiment towards export orders improved. In dollar terms, though, there was a 2.3% slide. Globally that meant exports across 37 countries tracked by Panjiva fell by 2.0% year over year in 3Q. That marked the third straight quarter of falling trade activity, reaffirming the presence of a global trade recession. The outlook for October is worse – with 13 countries having reported figures there’s been an a...