Logistics Viewpoints
OCTOBER 18, 2023
Source: J.P. I also looked at changes in exports by the US, Europe, and China. The major takeaway is that there is little insight gained from this additional breakdown, except for maybe a more recent slowdown and amplified return to growth from China exports. I don’t see that as a positive.
Supply Chain Matters
APRIL 5, 2024
Growth expansion has returned across China and the U.S. The Eurozone remains a drag on global manufacturing output with reportedly steep downturns again occurring in Germany and Austria. along with Vietnam, Thailand and Indonesia. Q1-2024 Highlights The average PMI level for the three months of Q1-2024 was 50.3 reflecting a 1.3
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Supply Chain Matters
SEPTEMBER 6, 2023
From our lens, the August data further reflects ongoing shifts in production sourcing within specific industry sectors. The lowest production performance and associated supply chain activity levels were reported as that of Germany , Austria , Czech Republic , United Kingdom and Poland. in August compared to 57.7
Supply Chain Matters
AUGUST 3, 2023
Further indicated were signs of weakness occurring in China , Japan , Malaysia, South Korea , Taiwan and Vietnam. Source: S&P Global and Other Sources. Considerable weakness was noted for both Germany (a 38 month low) and Austria (a 39 month low) in July, both reporting the lowest PMI values in this sector.
Supply Chain Matters
MARCH 2, 2023
That stated, February’s activity appears to have regional specific connotations with upturns in production volumes across areas of Asia , specifically the ongoing re-opening of China ’s manufacturing sector, and upturns in India , the Philippines and Thailand manufacturing and supply chain activity levels. United States Two indices of U.S.
Supply Chain Matters
APRIL 4, 2023
However, we discern some added signs excess inventories and of production sourcing shifts. Source: S&P Global, April, 2023 Highlights of Regional Reporting Developed Regions Eurozone The S&P Global Eurozone Manufacturing PMI® fell again in March to a value of 47.3 compared to the February value of 48.5, for February, and 49.2
Supply Chain Matters
OCTOBER 6, 2023
Reportedly, with the exception of Greece , all other EU countries registered PMI declines, with Germany and Austria having the fastest rates of production declines. A Rebound in China’s Production Activity Levels The two recognized indices of PMI within China indicate a rebound in production activity in the final month of Q3.
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