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 216 China 3000 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Earnings 744 European Union 845 Germany 252 India 529 Info Tech - Tech Hardware 825 Japan 616 Materials - Chemicals 255 Materials - Metals/Mining 767 Metals - Aluminum 257 Metals - Steel 529 Outlook 95 Pakistan 26 Philippines 57 South Korea 594 Strikes 75 Tariffs 1819 Thailand 136 Theme - Canals 136 U.S. 5348 Ukraine 20 United Kingdom 377

• 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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