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 220 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Earnings 759 European Union 878 Germany 267 India 551 Info Tech - Tech Hardware 862 Japan 629 Materials - Chemicals 273 Materials - Metals/Mining 792 Metals - Aluminum 270 Metals - Steel 543 Outlook 96 Pakistan 27 Philippines 58 South Korea 605 Strikes 78 Tariffs 1866 Thailand 145 Theme - Canals 141 U.S. 5399 Ukraine 22 United Kingdom 389

• 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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