Tudo vai depender do tal jogo de forças (parte VI)

Continuação desta serie - Tudo vai depender do tal jogo de forças (parte V)

• Manufacturing orders from China down 40% in unrelenting demand collapse

"U.S. manufacturing orders in China are down 40 percent, 

...

Unlike the decrease in orders out of China, trade data analyzed by Project44 indicates that the Europe-to-U.S. route is "one of the possibly most surprising and certainly most significant developments since early 2020," Brazil said.

"This sharp rise cannot be explained by the pandemic alone. But a strategic shift from over-dependency on trade with China and geopolitical tensions over Russia are the main drivers of the EU-U.S. trade boom," he said.

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This year, the U.S. has imported more goods from Europe than China – a big shift from the 2010s, according to Project 44.

"For their part, Europe's manufacturers battling sky-high energy prices and inflation are increasingly exporting to and investing in the U.S.," Brazil said.

Germany's exports to the U.S. were almost 50% higher in September year over year. Germany's mechanical engineering sector has boosted its exports to the U.S. by almost 20% in a year over year comparison of the first nine months of 2022, according to Project 44."

Isto representa um alento para as PMEs tugas, mas não haja ilusões isto são exportações a base de preço espremido.

• Apple Accelerating Supply Chain Retreat From China After iPhone Factory Chaos

"WSJ said Apple is "telling suppliers to plan more actively for assembling Apple products elsewhere in Asia, particularly India and Vietnam, they say, and looking to reduce dependence on Taiwanese assemblers led by Foxconn.""

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