Global Trade The show must go on

Who’s afraid of inflation? A corporate view

If commodity prices, wages or interest rates rise more than expected, some sectors are particularly at risk of a liquidity and profitability squeeze.

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Global Trade Report – Battling out of supply-chain disruptions

When it comes to inputs from China, Europe is on the weak side of the tug-of-war against the US.

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Supply-chain disruption and sector profitability in the US and Europe

The big squeeze: supply disruptions pressure manufacturing margins in the US and Europe

Companies in Europe and the US could face a profit squeeze from Q4 2021 onwards as sustained supply-chain disruptions slow the manufacturing recovery.

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Liquidity matters: Corporates may need half a trillion of additional working capital requirement financing in 2021

Large companies will face a record increase in WCR in a context of a strong demand rebound triggered by the grand reopening, alongside severe shortages in inputs, labor and final goods.

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SPACs: Healthy normalization ahead

The SPAC party isn’t over yet, but don’t wait up for another phase of record high offerings as seen in 2020 and Q1 2021 — at least in the US.

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Global Trade: Ship me if you can!

Global trade has bounced back stronger than expected so far in 2021, driven by input restocking and shipping constraints rather than supply-demand dynamics.

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Semiconductors realpolitik : A reality check for Europe

Europe should play the long game, placing chips where they matter the most.

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Pricing superpowers: How will sectors pass the inflation stress test in the Eurozone?

In the long run, most sectors have (some) pricing power. But the lack of short-term pricing power means low inflation risk in the Eurozone.

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China: Riding the silicon ox?

China’s success in product assembly, marketing and design relies on huge chip imports.

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Brexiting in times of Covid-19

The Covid-19 crisis provides some leeway for policy support to absorb the negative impact from Brexit, but we expect UK GDP to remain -2% below pre-crisis levels at end-2022.

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Global Supply Chain Survey - In search of post-Covid-19 resilience

We surveyed 1,181 companies across five countries and six sectors to gauge their experiences with disruption, and their plans to make supply chains more resilient.

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