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Q4 2020 Outlook: Endings and beginnings

Brexit 158 China 2728 Elections 119 European Union 704 Health Care 291 India 430 Industrials - Capital Goods 506 Info Tech - Comms Equip 179 Info Tech - Tech Hardware 660 Japan 540 Materials - Metals/Mining 664 Outlook 81 Tariffs 1701 Trade Balance 888 U.S. 4848 United Kingdom 305 WTO 107

2020 has been a tough year for global supply chain operators ranging from manufacturers and logistics firms to retailers and consumers. This report outlines four major topics to watch during Q4’20. First, COVID-19 has been the defining feature of global supply chain developments in 2020. There are signs the pressure is waning with exports from 21 countries dipping by 1.7% year over year in August while U.S. seaborne imports surged 16.0% higher year over year in the first half of September. The latter has included a 19.9% jump in imports of industrial equipment, suggesting firms are start...

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