Supply Chain Edge: Slower, steadier and smoother — Panjiva

Supply Chain Research

Supply Chain Edge: Slower, steadier and smoother

Australia 118 Bangladesh 32 Business Sentiment 195 Cambodia 22 China 2949 Cons. Discr. - Apparel 478 Cons. Discr. - Autos 1155 Cons. Discr. - Durables 493 Cons. Discr. - Retailing 450 Earnings 707 India 491 Indonesia 95 Info Tech - Tech Hardware 772 Japan 590 Malaysia 138 Mexico 867 Mode - Containerized 1446 Mode - Seaborne 1780 Myanmar 17 Pakistan 25 Strikes 52 Theme - Rates 226 Trade Balance 930 Trade Deals 996 U.S. 5293 United Kingdom 353 Vietnam 360

Evidence from US seaborne imports shows that supply chain activity continues to slow, further reducing pressure on supply chains. US containerized imports fell by nearly a quarter in March versus a year earlier, led by consumer durable goods. The S&P Global PMI for manufacturing supplier delivery times has shown further improvement. The post-pandemic shakeout of consumer goods supply chains continues, with Fast Retailing exiting Myanmar, Levi Strauss cutting its inventories and Costco Wholesale reporting a continued slowing in nonfood sales. PC and smartphone supply chains are in reverse...

Copyright © 2023 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.