By Gary Evans and Jon Custer Custer Consulting Group The global pandemic is putting ever more pressure on global supply chains. Reuters reports the Trump administration is now “turbocharging” its efforts to punish China in an attempt to remove global supply chains from the Middle Kingdom through, among other things, the implementation of new tariffs. … More Pressure Builds On China Based Supply Chains
🇨🇳 #China March Mobile Phone Shipments Drop Narrows to 23.3% YoY (v -56.0% YoY prior) – CAICT*Link (Chinese): https://t.co/2CzPNWk5Ib pic.twitter.com/xYlYLLoeOE — Christophe Barraud🛢 (@C_Barraud) April 13, 2020
Authors: Gary Evans Jon Custer The following are the curves we are monitoring before even thinking about the path and date of the global economic recovery. At Wednesday’s White House briefing, Anthony S. Fauci, the nation’s top infectious-diseases expert and the face of the U.S. … More The Future Of Supply Chains And The Curves That Matter Most
We have collated Nasa satellite data showing concentrations of nitrogen dioxide before, during and since the lockdown in Wuhan on January — and as the coronavirus pandemic eases in China, the level of pollution is going up again https://t.co/2i6btmdRb6 pic.twitter.com/KqjeB7GevT — Financial Times (@FinancialTimes) March 30, 2020
China’s budding economic recovery provides not only provides some relief to global manufacturing but also insight and guidance into a timeframe when the rest of the world’s economy will restart. Real-time indicators show that China is re-starting its industrial complex…Clearly, the re-start is at an early stage, but things are gradually improving. — Sanford C. … More China Restarts Economy
The following video is probably the most credible evidence that life in China is returning to normal.
As private manufacturers in China struggle to restore production, most of the country’s 20,000 industrial companies controlled by the central government have increased production of masks, medicines, steel, heavy machinery and other products to maintain employment. China State Construction Engineering Corp. in Wuhan, for example, created more than 20,000 jobs for construction workers, engineers and … More China Turns To State-Controlled Enterprises to Cushion Economic Shock
China’s industrial output fell more than expected as the coronavirus shutdown factories, across the nation. Industrial output fell13.5% in January and February from a year earlier, versus a median estimate for a 3% contraction. Retail sales fell 20.5% in the period, compared to a projected 4% fall. Fixed-asset investment dropped 24.5%, versus a forecast 2% … More China’s Industrial Output Plunges, GDP Headed For First Contraction On Record