Bernstein_供应链脉搏检查:贸易增长分叉

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📄 文件全名
Bernstein_供应链脉搏检查:贸易增长分叉-62页.pdf
🎯 适合读者
战略规划行业研究员
📊 核心数据
  1. fine (+5% globally) while the Transpacific Eastbound remained soft (-8%, vs -12% in
  2. Robust volumes, US the weak spot. Global trade volumes increased by 3.6% YoY in
  3. August, led by a 7% rise in emerging market exports while the US declined (-3.6%). On the
  4. Ocean: volumes +5% in September, rates snapping a losing streak… but for how
  5. long? Volumes increased +5% In September, up from +3% in August, with YTD growth
🏷️ 核心议题
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报告摘要

Supply Chain Pulse Check: Bifurcating trade growth alex.irving@bernsteinsg.com david.vernon@bernsteinsg.com

📋 核心要点(部分)

  1. 20 November 2025
  2. 18 Nov
  3. 42.07
  4. 42.80
  5. 2.75
  6. 2.97
  7. 3.40
  8. 15.3

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《Bernstein_供应链脉搏检查:贸易增长分叉》主要包含哪些内容?

Supply Chain Pulse Check: Bifurcating trade growth alex.irving@bernsteinsg.com david.vernon@bernsteinsg.com核心数据:fine (+5% globally) while the Transpacific Eastbound remained soft (-8%, vs -12% in;Robust volumes, US the weak spot. Global trade volumes increased by 3.6% YoY in;August, led by a 7% rise in emerging market exports while the US declined (-3.6%). On the。

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