Susannah Streeter, head of money and markets, Hargreaves Lansdown:
‘’Unease about the effect of Trump’s tariffs hangs over...
In the latest indicators of China’s economic health, a confluence of falling bond yields, declining GDP growth and persistent consumer price deflation paints a concerning picture for the world’s second-largest economy. Throughout 2024, China’s GDP growth has been a subject of intense scrutiny, with estimates from China-skeptical Rhodium Group ranging between 2.4% and 2.8%. These figures starkly contrast with the official statistics reported by the National Bureau of Statistics (NBS), which...
https://www.freightwaves.com/news/chinas-economy-is-sputtering
The only thing surprising about the freight market slowdown is the speed at which it’s unfolding. The supply chain “bullwhip effect” is both predictable and expected. The surge of inventories and declining freight costs/capacity imbalances will be deflationary.
The bullwhip effect is something every supply chain 101 student learns about – the idea that upstream providers overproduce in reaction to a one-time demand shock.
What is the bullwhip effect?
According to the Chartered Institute of...
https://www.freightwaves.com/news/the-supply-chain-bullwhip-is-doing-the-feds-job-on-inflation
The only thing surprising about the freight market slowdown is the speed at which it’s unfolding. The supply chain “bullwhip effect” is both predictable and expected. The surge of inventories and declining freight costs/capacity imbalances will be deflationary.
The trucking market has slowed. Demand for trucks usually surges during the Spring, but this year, demand for truckload freight has broken out of this typical seasonal pattern.
https://www.freightwaves.com/news/is-supply-chain-deflation-next
Former U.S. Senator Bob Corker is concerned about America’s global status as China ascends on the world stage with an autocratic government that moves decisively as the United States plays “shirts and skins” in a democratic system designed for bipartisan deliberation.
Corker, a Republican from Tennessee, retired from the Senate in 2019 after two terms. He spoke with FreightWaves’ founder and CEO Craig Fuller during Global Supply Chain Week.
“A lot of countries are looking at China,” Corker said....
https://s29755.pcdn.co/news/gscw-day-6-keynote:-bob-corker-worries-for-americas-fading-status
Andrew, Kevin and Seth detail which department store they think will be next to press the bankruptcy button. Are we about to see inflation or deflation in the economy? And Pershing Square’s new blank check company.
As always thanks to our friends at CarrierDirect for the research assistance.
https://s29755.pcdn.co/news/whats-the-next-retailer-domino-to-fall
Living with deflation, Developing sustainable capital markets
Tuesday 8 October 2019 – Vol.10 Ed.41.1
Commentary: Living with deflation
By Neil Williams in London
The likelihood of Japan-style deflation emerging in other parts of the world is increasing, though this is more a process – a ‘crack in the ice’ – than a ‘cliff-edge’ event. And while it may not involve a general downturn in living standards – Japan remains a prosperous G3, $5tn economy (almost twice the size of the UK’s) – the main...