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Global Manufacturing Levels Continue Contracting in July 2024

Supply Chain Matters

The latest data reinforces indications of a global manufacturing slowdown. Global Manufacturing Output Global-wide manufacturing levels as reported by the J.P. Global Manufacturing Output Global-wide manufacturing levels as reported by the J.P. Product demand levels are essentially focused on domestic market needs.

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Global Manufacturing Levels Contract Again in August 2024

Supply Chain Matters

The August data further reinforces indications of a global manufacturing slowdown. Global Manufacturing Output Levels Global-wide manufacturing levels as reported by the J.P. Global Manufacturing Output Levels Global-wide manufacturing levels as reported by the J.P. This composite index produced by J.P.

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Upturn in Global Manufacturing in June- Cautionary Signs Prevail

Supply Chain Matters

Global Manufacturing Output Global-wide manufacturing levels as depicted by the J.P. Morgan Global Manufacturing PMI® reportedly slightly declined in June with output and new orders indices on the rise. In the latter category, subdued market conditions were cited as an underlying factor in manufacturers’ business optimism.

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Added Signs of Global Manufacturing Upturn in May

Supply Chain Matters

Signs of Global Manufacturing Upturn Global-wide manufacturing levels as depicted in the J.P. Morgan Global Manufacturing PMI® reportedly improved in May with output and new orders in indices on the rise. Rates of manufacturing contraction eased across Europe and in Japan. The May reading of 50.9 The May reading of 50.9

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Global Wide Manufacturing Output Strengthens in March 2024

Supply Chain Matters

Global Manufacturing Output Levels Strengthen Global-wide manufacturing levels as depicted in the J.P. Morgan Global Manufacturing PMI® ended March on an optimistic footing. Of further significance was the March report indication that the rate of growth in global manufacturing output has accelerated to a 21-month high.

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Global Manufacturing Activity Levels Continue to Stabilize in March and Q1-2023

Supply Chain Matters

However, we discern some added signs excess inventories and of production sourcing shifts. Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. From our lens, the latter is evidence of recessionary manufacturing conditions that are now stabilizing. That stated, the reported 49.6

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Another Asian Trip and Added Apple Sourcing Options

Supply Chain Matters

From a supply chain sourcing perspective, a consistent theme in media reporting has been exploration or hints for added Apple supply chain sourcing. Production currently sourced include products such as iPad , AirPod and the Apple Watch. Apple has been a master at exercising many such strategies.