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08.04.26 - 12:21
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These Consumer Goods Could Be First To Vanish As "Supply Shock" Disrupts Asian Factories (ZeroHedge)
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These Consumer Goods Could Be First To Vanish As "Supply Shock" Disrupts Asian Factories
Goldman analysts warned that the petrochemical supply shock sweeping across Asia is now morphing into a full-blown COGS shock, hitting a range of industries with factories across the region. The immediate consequence is that manufacturers - from sofa makers to apparel producers - are being forced to dial back production and, in some cases, idle plants altogether as soaring petrochemical-linked input costs drive up the price of plastics and other key materials.
In the note "Petrochemical Supply Shock Begins Idling Asian Factories", we laid out earlier on Tuesday how the shock is unfolding.
Now, we focus on industries where the COGS shock is already forcing "surging input costs," which are reducing manufacturing lines or idling plants and leading to possible shortages.
"With key raw materials and inputs such as PTA, Caprolactam, polyester, and polyamide up on average 29%, ...
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08.04.26 - 07:54
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MORNING BRIEFING - USA/Asien (Dow Jones)
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Der Markt-Überblick am Morgen, zusammengestellt von Dow Jones Newswires: = +++++ TAGESTHEMA +++++ Feuerpause im Nahen Osten: US-Präsident Donald Trump hat zugestimmt, die Angriffe auf den Iran für ......
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08.04.26 - 07:12
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US, Iran Agree to Two-Week Ceasefire | The Asia Trade 4/8/2026 (Bloomberg)
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"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)...
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