Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Ada wawasan atau data terbaru tentang kesehatan rantai pasokan global? Secara khusus mencari hambatan yang dapat memicu kembali tekanan inflasi atau memengaruhi panduan pendapatan perusahaan Q3.
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.
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.
Traderforum · Bahasa Indonesia