US supply chain remained strained at year end
Our US supply-chain stress tracker offers some encouraging news to kick off the new year. Pressures on the inventory front diminished in December, albeit modestly. However, logistics bottlenecks remained – despite improvement on the surface in our transportation tracker measure. Meanwhile, stress rose on the activity, price, and labour fronts. The Omicron variant threatens to jam the economy’s gears, intensifying already severe supply-chain problems.
What you will learn:
- The impact on congestion of a new policy for Los Angeles and Long Beach requiring inbound ships to wait further offshore for an open berth
- Inflation rate changes in December for durables manufacturing, wholesale services, and raw materials
- How higher capacity utilisation rates, stronger shipments and forward-looking orders data will impact excess capacity as strong demand persists into 2022.
Capital catalysts – Funding development when budgets are tight in Africa
In this presentation deck, we grappled with some of the Africa’s most pressing issues for 2024 and beyond. We explored Africa’s alternative funding strategies during challenging times, examined the continent’s growth hotspot, and unpacked South Africa’s political economy in the lead up to the general elections in 2024.Find Out More
APAC Key themes 2024 – A year of living cautiously
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US. Moreover, governments have limited policy space to deal with these headwinds. Other negative influences, however, are set to ease further, including domestic inflation, external pressure on interest rates, and softening semiconductor prices. Overall, we expect a bumpy year as issues become more country-specific and policy responses and economic outcomes diverge.Find Out More