Tariff pause spurs global manufacturing activity in june, with global supply chains now operating close to full capacity: gep global supply chain volatility index

Europe exits two-year slump, led by german export rebound and domestic demand recovery u.s. manufacturers purchasing surges ahead of u.s. 'tariff pause' ending asia supply chains pick up, though capacity remains underutilized in southeast asia no signs of cost inflation escalation yet despite the 10% universal tariff imposed by the u.s. clark, n.j. , july 11, 2025 /prnewswire/ -- gep global supply chain volatility index — a leading indicator tracking demand conditions, shortages, transportation costs, inventories, and backlogs based on a monthly survey of 27,000 businesses — jumped to -0.17 in june, from -0.46 in may, its highest in 2025 as worldwide supply chain activity picked up despite the 10% tariffs imposed by the us administration.
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