Emily Crowley

speaker

135 appearances 2 recordings 1 series first heard May 2026 last heard 20 Jun

Emily Crowley’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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The Decisive Podcast: Insights and analysis to empower confident decision-making. · Uneven Demand, Tight Supply: Navigating the Next Procurement Challenge · 20 Jun 2026 podcast

Additionally, some of the growth expectations closing out Q our twenty twenty five came a little bit stronger.

But the big takeaway here is that global growth has been downgraded to just above two percent growth in twenty twenty six, where we were just below three percent in February.

And that's really widespread and certainly seeing that in North America, the Western

Europe as well.

So, what does this mean for supply chains?

And what are we seeing when we think about commodities, prices, and procurement?

So essentially, we're over the first wave of panic buying, and now we're settling into the facts, the reality that this is going to be a longer-lived conflict.

Essentially, coming out of February, the initial impact and when we looked at the manufacturing PMIs was that they actually showed a pretty significant

Resilience.

Manufacturing PMIs broadly accelerated and services dropped.

So what was that?

Essentially it was industries and companies scrambling to get their orders in and build stocks.

So I think one key piece is that a lot of that purchasing went into inventories.

and did not go into demand or consumption.

So suppliers delivery times have deteriorated and they've actually deteriorated very quickly coming into April and May.

So not quite at the crisis levels that we had during the pandemic, but this is an indicator that we're starting to see strain and delivery times and things are taking longer to appear.

And then finally, we're seeing this come through in the data.

We had a inflation or PPI print today.

We had an inflation print in the US yesterday.

We're definitely starting to see those numbers jump up as expected that we already started seeing that in March.

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