https://globalsupplyshock.com/weeklyA short, plain-English summary of what moved in the world's supply and recession data each week — generated from official data, never written by hand and never a forecast.enhttps://www.rssboard.org/rss-specificationThu, 03 Sep 2026 00:00:00 GMThttps://globalsupplyshock.com/weekly2026-W36Thu, 03 Sep 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 2.3% month-over-month in 2026-07, to 83.4 $/barrel.</li><li>Brent oil (daily) is up 2.1% over the past week, to 96.0 $/barrel as of 2026-09-01.</li><li>Ships through the Strait of Hormuz are up 100.0% over the past week, to 6.0 ships/day as of 2026-08-30.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were little changed in 2026-07, at 75.3 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.88 percentage points as of 2026-09-03 — not inverted.</li><li>The Sahm rule recession signal was -0.03 in 2026-07 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 100/100 (Severe) for 2026-08.</li></ul><p>Data as of 2026-09-03. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W35Fri, 28 Aug 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 2.3% month-over-month in 2026-07, to 83.4 $/barrel.</li><li>Brent oil (daily) is down 4.1% over the past week, to 88.2 $/barrel as of 2026-08-25.</li><li>Ships through the Strait of Hormuz are up 200.0% over the past week, to 3.0 ships/day as of 2026-08-23.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were little changed in 2026-07, at 75.3 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.83 percentage points as of 2026-08-28 — not inverted.</li><li>The Sahm rule recession signal was -0.03 in 2026-07 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 100/100 (Severe) for 2026-08.</li></ul><p>Data as of 2026-08-28. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W34Fri, 21 Aug 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 2.3% month-over-month in 2026-07, to 83.4 $/barrel.</li><li>Brent oil (daily) is up 8.8% over the past week, to 95.3 $/barrel as of 2026-08-18.</li><li>Ships through the Strait of Hormuz are little changed this week, at 1.0 ships/day as of 2026-08-16.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were little changed in 2026-07, at 75.3 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.86 percentage points as of 2026-08-21 — not inverted.</li><li>The Sahm rule recession signal was -0.03 in 2026-07 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 100/100 (Severe) for 2026-08.</li></ul><p>Data as of 2026-08-21. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W33Fri, 14 Aug 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 2.3% month-over-month in 2026-07, to 83.4 $/barrel.</li><li>Brent oil (daily) is down 3.8% over the past week, to 93.3 $/barrel as of 2026-08-11.</li><li>Ships through the Strait of Hormuz are down 50.0% over the past week, to 1.0 ships/day as of 2026-08-09.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were little changed in 2026-07, at 75.3 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.82 percentage points as of 2026-08-14 — not inverted.</li><li>The Sahm rule recession signal was -0.03 in 2026-07 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 100/100 (Severe) for 2026-08.</li></ul><p>Data as of 2026-08-14. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W32Fri, 07 Aug 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 2.3% month-over-month in 2026-07, to 83.4 $/barrel.</li><li>Brent oil (daily) is down 15.6% over the past week, to 88.9 $/barrel as of 2026-08-03.</li><li>Ships through the Strait of Hormuz are down 33.3% over the past week, to 2.0 ships/day as of 2026-08-02.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were little changed in 2026-07, at 75.3 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.78 percentage points as of 2026-08-07 — not inverted.</li><li>The Sahm rule recession signal was -0.03 in 2026-07 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 100/100 (Severe) for 2026-08.</li></ul><p>Data as of 2026-08-07. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W31Fri, 31 Jul 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 20.6% month-over-month in 2026-06, to 85.4 $/barrel.</li><li>Brent oil (daily) is up 13.0% over the past week, to 91.8 $/barrel as of 2026-07-27.</li><li>Ships through the Strait of Hormuz are up 11.1% over the past week, to 10.0 ships/day as of 2026-07-23.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were down 4.6% month-over-month in 2026-06, to 74.8 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.92 percentage points as of 2026-07-31 — not inverted.</li><li>The Sahm rule recession signal was 0.07 in 2026-06 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 99/100 (Severe) for 2026-07.</li></ul><p>Data as of 2026-07-31. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W30Fri, 24 Jul 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 20.6% month-over-month in 2026-06, to 85.4 $/barrel.</li><li>Brent oil (daily) is up 16.8% over the past week, to 87.0 $/barrel as of 2026-07-20.</li><li>Ships through the Strait of Hormuz are up 150.0% over the past week, to 15.0 ships/day as of 2026-07-19.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were down 4.6% month-over-month in 2026-06, to 74.8 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.73 percentage points as of 2026-07-24 — not inverted.</li><li>The Sahm rule recession signal was 0.07 in 2026-06 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 99/100 (Severe) for 2026-07.</li></ul><p>Data as of 2026-07-24. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W29Fri, 17 Jul 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 20.6% month-over-month in 2026-06, to 85.4 $/barrel.</li><li>Brent oil (daily) is up 19.1% over the past week, to 81.6 $/barrel as of 2026-07-13.</li><li>Ships through the Strait of Hormuz are down 61.5% over the past week, to 10.0 ships/day as of 2026-07-12.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were little changed in 2025-05, at 316.3 billion US$.</li><li>Taiwan's exports were down 4.6% month-over-month in 2026-06, to 74.8 billion US$.</li><li>South Korea's exports were down 1.5% month-over-month in 2025-05, to 57.2 billion US$.</li><li>Japan's industrial production index was little changed in 2026-03, at 102.0 index pts.</li><li>The US yield curve (10y − 3m) was 0.70 percentage points as of 2026-07-17 — not inverted.</li><li>The Sahm rule recession signal was 0.07 in 2026-06 — not triggered (threshold is 0.50).</li><li>The Global Supply Shock Index was 99/100 (Severe) for 2026-07.</li></ul><p>Data as of 2026-07-17. Informational only. Not financial advice.</p>https://globalsupplyshock.com/weekly2026-W28Sun, 12 Jul 2026 00:00:00 GMT<ul><li>Brent oil (monthly average) was down 20.6% month-over-month in 2026-06, to 85.4 $/barrel.</li><li>Ships through the Strait of Hormuz are down 61.5% over the past week, to 10.0 ships/day as of 2026-07-12.</li><li>China's official factory PMI was 49.0 in 2026-02 — still below the 50 line that separates growth from contraction.</li><li>China's exports were down 16.2% month-over-month in 2026-02, to 299.9 billion US$.</li><li>Taiwan's exports were down 4.6% month-over-month in 2026-06, to 74.8 billion US$.</li><li>The Global Supply Shock Index was 91/100 (Severe) for 2026-06.</li></ul><p>Data as of 2026-07-12. Informational only. Not financial advice.</p>