TKby u/tara_kumar·15dQuestion

Actualizaciones de la cadena de suministro global

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¿Alguna información o datos recientes sobre la salud de la cadena de suministro global? Específicamente buscando cuellos de botella que puedan reavivar las presiones inflacionarias o impactar la guía de ganancias corporativas del tercer trimestre.

6 comments · 14 points
TRu/tran62·14d

Good question about Q3. My concern is less about new bottlenecks and more about companies having over-ordered and now sitting on excess inventory, which could lead to discounting and margin pressure.

DHu/destiny_h·15d

From what I'm seeing, ocean freight rates are still elevated but seem to be stabilizing, not spiking like last year. The major ports are certainly not seeing the same congestion levels.