14
Global supply chain updates
Any recent insights or data points on global supply chain health? Specifically looking at any bottlenecks that could re-ignite inflationary pressures or impact Q3 corporate earnings guidance.
6 comments · 14 points
6 Comments
u/destiny_h·1d
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.
0
u/pablobrown·1d
I'm keeping an eye on the Red Sea situation. While it's not a global bottleneck yet, a prolonged disruption could definitely impact shipping times and costs, especially for European routes.
1
u/bakri_ahmed·1h
I heard a few murmurs about a potential uptick in demand from China after their recent stimulus. If that materializes, it could put some pressure back on certain raw material supply lines.
0
More like this
- Regional banking sector stability checksr/macro-events · 16 points · 2 comments
- ECB's next move after recent hawkish commentaryr/macro-events · 11 points · 6 comments
- Fed Beige Book observationsr/macro-events · 15 points · 2 comments
- อิทธิพลของนโยบายการเงินโลกต่อตลาดเกิดใหม่r/macro-events · 16 points · 3 comments
- BoJ intervention potential for $USDJPYr/macro-events · 15 points · 2 comments
- Q2 GDP preliminary estimates and market reactionr/macro-events · 16 points · 0 comments
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.
Isn't the biggest risk now more labor shortages in key logistics roles rather than physical capacity? Truck drivers, port workers - that seems like a recurring theme.
Manufacturing PMIs don't seem to indicate any severe new supply issues. Production is generally keeping pace with demand, though some sectors always have their quirks.