THE TRADE & SHIPPING OUTLOOK. Container Supply Chain Conference TOC ASIA 2018 Singapore Maritime week

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THE TRADE & SHIPPING OUTLOOK Container Supply Chain Conference TOC ASIA 2018 Singapore Maritime week Rahul Kapoor Asia Pacific Transportation Analyst rkapoor53@bloomberg.net

The data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL and Bloomberg data products (the Services ) are owned and distributed by Bloomberg Finance L.P. ( BFLP ) except that Bloomberg L.P. and its subsidiaries ( BLP ) distribute these products in Argentina, Bermuda, China, India, Japan and Korea. BLP provides BFLP with global marketing and operational support. Certain features, functions, products and services are available only to sophisticated investors and only where permitted. BFLP, BLP and their affiliates do not guarantee the accuracy of prices or other information in the Services. Nothing in the Services shall constitute or be construed as an offering of financial instruments by BFLP, BLP or their affiliates, or as investment advice or recommendations by BFLP, BLP or their affiliates of an investment strategy or whether or not to buy, sell or hold an investment. Information available via the Services should not be considered as information sufficient upon which to base an investment decision. BLOOMBERG, BLOOMBERG TERMINAL, BLOOMBERG PROFESSIONAL, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG ANYWHERE, BLOOMBERG TRADEBOOK, BLOOMBERG TELEVISION, BLOOMBERG RADIO and BLOOMBERG.COM are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries. 2018 Bloomberg. All rights reserved. This document and its contents may not be forwarded or redistributed without the prior consent of Bloomberg. Bloomberg Intelligence is a service provided by Bloomberg Finance L.P. and its affiliates. Bloomberg Intelligence shall not constitute, nor be construed as, investment advice or investment recommendations (i.e., recommendations as to whether or not to buy, sell, hold, or to enter or not to enter into any other transaction involving any specific interest) or a recommendation as to an investment or other strategy. No aspect of the Bloomberg Intelligence function is based on the consideration of a customer's individual circumstances. Bloomberg Intelligence should not be considered as information sufficient upon which to base an investment decision. You should determine on your own whether you agree with Bloomberg Intelligence. Bloomberg Intelligence is offered where the necessary legal clearances have been obtained. Bloomberg Intelligence should not be construed as tax or accounting advice or as a service designed to facilitate any Bloomberg Intelligence subscriber's compliance with its tax, accounting, or other legal obligations. Employees involved in Bloomberg Intelligence may hold positions in the securities analyzed or discussed on Bloomberg Intelligence.

IMF World Gross Domestic Product Constant Prices Annual Percentage Source: IMF, Bloomberg

Current Cycle Poised to Take a Shot at Record Books Source: Bloomberg Economics

University of Michigan Consumer Sentiment vs Conference Board Consumer Confidence Source: University of Michigan, Conference Board

Euro-Area Output Gap Nearly Closed Source: Bloomberg Economics

Bloomberg China Real Activity Indicators - New vs Old Economy Source: Bloomberg Economics

Infrastructure as a Share of Total Capital Spending Source: Bloomberg Economics

Investment: Tilting Toward the New Economy Source: Bloomberg Economics

U.S. Forecast Euro-Area Short-Term Forecasts China Economic Forecast Source: Bloomberg Economics

Trade is Backbone of Global Economy Source: Bloomberg Economics

Electrolux AB Supply Chain Source: Bloomberg Intelligence

Source: Bloomberg Intelligence

Source: Bloomberg Intelligence

Source: Bloomberg Intelligence

Bilateral Tariffs Cost to World GDP and Trade Source: Bloomberg Economics

U.S. Container Imports by Commodity Source: Datamyne, Bloomberg Intelligence

U.S. TV Imports by Region Source: U.S. International Trade Commission, Bloomberg Intelligence

Annual U.S. Container Imports by Companies Source: Datamyne, Bloomberg Intelligence

Inventory/Sales Ratio Source: U.S. Census Bureau, Bloomberg Intelligence

CPB Merchandise: World Import Volume Index SA Source: CPB Netherlands Bureau for Economic Policy Analysis

S&P 500 vs Trump Job Approval Source: Real Clear Politics, Bloomberg News

Rahul Kapoor Asia Pacific Transportation Analyst rkapoor53@bloomberg.net