Looking for a quick one-stop-shop for top supply chain and logistics news and trends making waves this week? Read "Supply Chain Snapshots" for the top stories, with helpful summaries and commentary.
U.S. imports were down from June to July, while exports rose. For imports, this continues a pullback that dates to March 2022. Looking back to the onset of the pandemic or even the year before, though, imports have shown substantial growth.
Looking for a one-stop-shop for relevant supply chain and logistics news and trends? Read "Supply Chain Snapshots" each week to stay up-to-date on the latest, with helpful summaries and commentary.
In a major speech, Fed Chair Jay Powell predicted a prolonged battle to bring down inflation. While there have been some positive inflation numbers of late, the more positive numbers were the less reliable ones. The Fed clearly sees prolonged, elevated inflation as a threat.
This past week offered two detailed reports on the state of U.S. inflation, the Consumer and Producer Price Indices. Lower numbers cheered analysts and investors, but were they looking at the right numbers? We sort it out.
The U.S. dollar has strengthened in real terms against emerging economies and even more so against advanced economies. The different approaches of central banks in Europe, Japan, and the United States almost certainly has contributed to this swing. Among the economic changes…
The U.S. consumer retail sales season peaked in November and December in the 2010-2019 period. That required peak inventories in October and November while ocean freight imports peak in August through October, airfreight in November. Logistics and supply chain disruptions in…
What is the state of international trade? Will demand for goods remain robust? Have inventories been refilled yet? Are logistics bottlenecks clearing? In the June 2022 State of Trade webinar we identified many signs of negative pressure though a downturn has yet to get fully…