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 208 China 2983 Cons. Discr. - Apparel 503 Cons. Discr. - Autos 1191 Cons. Discr. - Durables 522 Cons. Discr. - Retailing 475 Earnings 733 European Union 837 Germany 249 India 520 Info Tech - Tech Hardware 808 Japan 609 Materials - Chemicals 244 Materials - Metals/Mining 759 Metals - Aluminum 254 Metals - Steel 522 Outlook 95 Pakistan 26 Philippines 57 South Korea 586 Strikes 70 Tariffs 1805 Thailand 135 Theme - Canals 135 U.S. 5330 Ukraine 20 United Kingdom 374

• 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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