US boom sharpens inflation warning in October’s flash PMIs
by Ben Poole
Strong demand, rising backlogs and supply delays saw companies pass on higher costs to customers in October.
Trade finance helps to make international supply chains work smoothly and efficiently. Finance costs in the supply chain can be material. As a general principle, supply chains are most efficient when…
Read moreby Ben Poole
Strong demand, rising backlogs and supply delays saw companies pass on higher costs to customers in October.
by Ben Poole
North American businesses are relying more heavily on trade credit to support sales, but the working capital cost is becoming harder to ignore.
by Ben Poole
September’s flash PMI surveys revealed an increasingly uneven global economy.
by Ben Poole
Competitive advantage for corporates is becoming led by capability rather than location.
by Ben Poole
New economic data shows a more resilient picture of global growth than the geopolitical backdrop might suggest.
by Ben Poole
The global economy regained some momentum at the start of the third quarter, while giving treasurers more moving parts to build into their forecasts.
by Ben Poole
June's flash PMIs point to a world economy moving at sharply different speeds, with the Middle East conflict distorting both demand and costs.
by Ben Poole
Treasurers are keeping short-term portfolios anchored in traditional liquid assets and leaving stablecoins largely outside daily liquidity strategy.
by Ben Poole
Supply chain strain has reached its highest level since pandemic-era disruption, as the Middle East conflict stokes fresh shortage fears.
by Ben Poole
While war in the Middle East added another shock to the global economy, 75% of firms still expect positive export growth this year.
by Ben Poole
Global business activity lost momentum sharply in March as the war in the Middle East rattled demand, confidence, supply chains and pricing.
by Ben Poole
A surge in inflation and a clear loss of growth momentum has begun to filter through the global economy.
by Ben Poole
Asian corporates are expanding their banking networks as shifting trade flows and technology advances reshape cash management across the region.
by Ben Poole
Firms entered 2026 with improving confidence and strengthening manufacturing demand, but war in the Middle East now threatens supply chains.
by Ben Poole
Corporate supply chain strategies are being reshaped by higher funding costs, tariff uncertainty and a more fragmented geopolitical landscape.
by Ben Poole
After a turbulent two years for production lines, global supply chains are entering 2026 in a noticeably quieter state.
by Ben Poole
China’s factory resurgence drives Asia’s busiest production stretch since mid-2022 while North American and European manufacturers continue to slow.
by Ben Poole
US chief execs are accelerating their investment in AI while rethinking supply chain strategies and workforce models to sustain growth.
by Ben Poole
Across the Eurozone, UK, and US, services have largely propped up activity, while manufacturing shows renewed fragility.
by Ben Poole
The latest Flash Purchasing Managers’ Index (PMI) surveys show how trade policy shifts and cost pressures are influencing business conditions.
by Ben Poole
US businesses are facing rising costs, late supplier payments and a growing risk of fraud as they scramble to manage the fallout from trade tariffs.
by Ben Poole
Global business activity showed faint signs of recovery in June, with the eurozone, UK and US all reporting growth.
by Ben Poole
Supply chain activity in Asia deteriorated further in May, with GEP’s regional sub-index falling to -0.40.
by Ben Poole
UK CEOs are adjusting their strategic investment plans as geopolitical, macroeconomic and trade uncertainties continue to disrupt global markets.
