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Supply Chain Matters Q3 2016 Newsletter Has Published- Content Capsule

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We would like to alert our Ferrari Consulting and Research Group clients and our Supply Chain Matters readership that our Q3 2016 Newsletter published yesterday and should be in the email inboxes of those who have subscribed.

Our latest newsletter again reinforces important trends brought forward by developments this past quarter.

Global manufacturing and supply chain activity as recorded by the JP Morgan Global Manufacturing PMI index reflected some bounce back but otherwise the long-term trend of low growth prevails.

Among Developed Regions, there were mixed signals with Japan and Taiwan experiencing stronger demand conditions but the United States experiencing some setbacks. GDP in the United States was reported to be a disappointing 1.2 percent in the second quarter.

Emerging Regions reflected slower growth momentum in Q3.  Manufacturing and supply chain activities continue to improve in India, but there was some moderation reflecting on the prior growth levels within Mexico, Vietnam and Indonesia. Activity across China moved to expansion level however, the rate of expansion is characterized as marginal.

Among other Newsletter articles for Q3:

  • Significant Industry and Supply Chain Developments in Q3- the quarter was dominated by significant and highly visible supply chain related news and developments. That included the emerging financial fallout from Volkswagen’s cheating on emissions levels over a year ago. Samsung’s unprecedented sales and production suspension of the Galaxy Note 7 smartphone after continuing reports of fire and explosions with this device dominated media channels, as were the emerging implications and learning. In global transportation, The Hanjin Shipping bankruptcy events cascaded among multi-industry supply chains and provided the wake-up call to the extent of industry overcapacity and more pending consolidation. Wal-Mart’s revised strategic emphasis on online shopping, and fulfillment capabilities coupled with additional retailers announcing permanent closings of physical stores motivated us to declare that the retail industry has entered a new phase of online and omni-channel fulfillment.

 

  • China Investing in Broad Industry Value-Chain Capabilities- we highlight a recent report from The Wall Street Journal reporting on the trend of more of China’s manufacturers turning to domestic sourcing of key components, with a government strategy emphasizing more value-chain sourcing within that country. More and more product value-chain component suppliers in-turn are developing world-class manufacturing capabilities at lower inbound costs for China’s end-item manufacturers. All of this has implications for broader global supply chain activities and global trade.

 

 

  • Vietnam- Asia’s Next Manufacturing and Supply Chain Tiger– we highlight a report by The Economist for why the country is increasingly becoming a new end item manufacturing and component sourcing destination for many industries which include strategic cost advantages in areas such as workforce, geography, policies and global trade.

 

  • Record High Global Supply Chain Risk– we also highlight the latest report of the CIPS Risk Index which reportedly rose to its highest level in nearly two decades. The existing rise in global supply chain risk is attributed to heightened geopolitical risks, to include the unknow effects of Brexit and the U.S. Presidential Election, the extent of the growth slowdown and protectionist trends within China, emerging markets financial vulnerabilities and increased terrorism impacts on global cross-border movements. CIPS recommends that supply chain teams gain clear visibility of the supply chain, and with continued exchange rate downside risks, that teams consider paying suppliers ahead of contracted payment.

 

As a reminder, all registered subscribers of the Supply Chain Matters blog automatically receive a copy of the newsletter at their designated email address. If you are not signed-up for distribution and would like a copy of our latest Newsletter, please send an email with the title Newsletter Request to:

newsletter <at> supply-chain-matters <dot> com.

Please remember to include your Name, Role and/or company with your email address and we will have a copy sent directly as well as automatically add your email to future distribution.  As a reminder, our policy is to not sell or disclose any individual subscriber data to any third parties.

Thanks again for your continued readership.

Bob Ferrari, Founder and Executive Editor

 


Supply Chain Matters Q2-2016 Newsletter Has Published

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We would like to alert our Ferrari Consulting and Research Group clients and our Supply Chain Matters readership that our Q2 2016 Newsletter published on Thursday of last week and should be in the email inboxes of those who have subscribed. With July being a popular vacation period, we noted a fair amount of out-of-office notices during the initial distribution. Supply Chain Matters Blog

Our latest newsletter reinforces important trends brought forward by developments this past quarter.

Global manufacturing and supply chain activity as recorded by the JP Morgan Global Manufacturing PMI index reflected some stability but otherwise continued uncertainty and a continued trending toward global contraction. Among Developed Regions, there were signs of modest rebound both in the United States and the Eurozone, however there were setbacks for Japan that continues to trend downward. After our newsletter published, GDP in the United States was reported to be a disappointing 1.2 percent in the second quarter, well below what economists were expecting. Activity was fueled primarily by consumer spending, but lack business investment and spending continues to drag. Meanwhile the European Central Bank reported that the Eurozone economy slowed in Q2, sliding to an annualized rate of 1.2 percent, down from 2.2 percent in Q2. Weak demand is attributed to declines in European based exports among large developed countries along with political and terrorist concerns.

Emerging Regions reflected some signs of rebound from prior supply chain moderation.  India, Vietnam and Indonesia indices are on the rebound, while Mexico is now trending unexpectantly downward. There was again continued decline accross China.

Among other Newsletter articles for Q2:

  • Strategic Investments in Organic and Sustainable Food Supply Chains- a mid-year check relative to our prediction of the multi-year investment realities and timetables required for transition to accommodate growing consumer requests hor healthier food.
  • Industry and Global Supply Chain Impacts of Brexit- a reiteration of the most stunning and unexpected global event in Q2, one that will likely provide industry and global supply chain implications over the next 2-5 years.
  • The State of U.S. Logistics– a reiteration of the main themes and takeaways from the 27th Annual State of Logistics Report published by CSCMP and A.T. Kearney.
  • A Case Study on Shortsighted Supplier Management– we highlight a comprehensive and well-written report published by Bloomberg Businessweek regarding Takata airbag inflator product deficiencies and recall campaigns with extraordinary insights on lack of supplier monitoring and management. While the supplier was always confident that it had engineered and produced safe inflators, test data and events were contrary.

 

If you are not signed-up for distribution and would like a copy of our latest Newsletter, please send an email with the title Newsletter Request to:

newsletter <at> supply-chain-matters <dot> com.

Please remember to include your Name, Role and/or company with your email address and we will have a copy sent directly as well as automatically add your email to future distribution.  As a reminder, our policy is to not sell or disclose any individual subscriber data to any third parties.

Thanks again for your continued readership.

Bob Ferrari, Founder and Executive Editor


Supply Chain Matters Q1 Newsletter Has Published

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We would like to alert our Ferrari Consulting and Research Group clients and our Supply Chain Matters readership that our Q1 2016 Newsletter has published and should be in the email inboxes of those who have subscribed.

Our latest newsletter reinforces important trends brought forward by developments this past quarter.

Global manufacturing and supply chain activity as recorded by the JP Morgan Global Manufacturing PMI index reflected continued uncertainty and a continued trending toward global contraction. Among Developed Regions, there were signs of modest rebound both in the United States and Taiwan, however there were setbacks for the Eurozone and Japan. Among Emerging Regions, India, Mexico and Vietnam indices are on the rebound, with growth in Mexico being the strongest. There was slight moderation to China’s prior declines.

Among other Newsletter articles for Q1:

  • Amazon’s Unfolding Strategy in Broadening Omni-Channel and Retail Customer Fulfillmentand the contrasting of the evolving strategy to that of the rollout and expansion of Amazon Web Services.
  • Lessons of the 2011 Japan Earthquakes Possibly Come Back to Haunt as witnessed by events and indications this month.
  • More Profound Implications of Omni-Channel Impact on Retail Industry– events which manifested themselves in Q1 including the announcement of two retail chain bankruptcies and significant organizational changes among larger retailers.
  • Supply Chain Matters Welcoming of LLamasoft as a Sponsor– and an upcoming market educational series on the various capabilities needed in supply chain wide visibility.

If you are not signed-up for distribution and would like a copy of our latest Newsletter, please send an email with the title Newsletter Request to:

newsletter <at> supply-chain-matters <dot> com.

Please remember to include your Name, Role and/or company with your email address and we will have a copy sent directly as well as automatically add your email to future distribution.  As a reminder, our policy is to not sell or disclose any individual subscriber data to any third parties.

Thanks again for your continued readership.

Bob Ferrari, Founder and Executive Editor


Supply Chain Matters Q4-2015 Newsletter Has Published

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This posting is to alert our readers that our Supply Chain Matters Q4-2015 Newsletter has electronically published to our hundreds of registered subscribers.  Supply Chain Matters Blog

Our newsletter is a more insightful look at global supply chain and B2B/B2C business process, technology and other important trends and is offered to both readers of this blog and clients of our consulting and industry analyst advisory services. Please check your inbox to insure you received a copy.

The Q4-2015 newsletter includes the following updates and industry supply chain event implications:

  • Our Q4 quantitative and qualitative highlight summaries of global PMI supply chain indices indicating a far more concerning declining trend in overall global supply chain activity by Q4.  There is special concern for both China and U.S. activity trends.
  • Our reflection on the 2015 holiday fulfillment period and the acute realities and winds of more change in online B2C / B2B strategies.
  • Implications of the Trans Pacific Partnership and other global trade initiatives in the months to come.
  • Our newest Supply Chain Matters sponsor- River Logic
  • General availability of our detailed 2016 Predictions for Industry and Global Supply Chains research report.

If you are not signed-up for distribution and would like a copy of our latest Q4 newsletter, please send an email with the title Newsletter Request to:

newsletter <at> supply-chain-matters <dot> com.

Please remember to include your Name, Role and/or company with your email address and we will have a copy sent directly as well as automatically add your email to future distribution.

Thanks again for your continued dedication.  The year 2015 again brought a broadened community of supply chain functional, line-of-business and IT community readers and we remain appreciative.

Bob Ferrari, Founder and Executive Editor


Supply Chain Matters Q3-2015 Quarterly Newsletter Has Published

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This posting is to alert our readers that this past weekend, our Supply Chain Matters Q3-2015 Newsletter was published to our hundreds of registered subscribers.

Our newsletter is a more insightful look at global supply chain and B2B/B2C business process, technology and other important trends and is offered to both readers of this blog and clients of our consulting and industry analyst advisory services. Please check your inbox to insure you received a copy.

The Q3-2015 Newsletter includes the following updates and industry supply chain event implications:

  • Our Q3 quantitative and qualitative highlight summaries of global PMI supply chain indices indicating a far more discernable declining trend within global supply chain activity.
  • A reflection on the panacea of reliance on emerging markets as prior sources of business growth and profitability, and the current implications to industry supply chains.
  • Commentary on the continued winds of change impacting high tech supply chains.
  • Rapidly changing and logistics and transportation trends that industry teams need to be aware and monitor for implications.
  • China’s automakers and suppliers gaining additional footholds in component parts.

If you would like a copy of our latest Q3 newsletter, please send an email with the title Newsletter Request to: newsletter <at> supply-chain-matters <dot> com. Please remember to include your Name, Role and/or company with your email address and we will have a copy sent directly as well as automatically add your email to future distribution.

Bob Ferrari, Founder and Executive Editor


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