The word from the Panjiva research team: trade activity experienced a healthy bump in July. Specifically, the number of waterborne shipments coming into the U.S. experienced a 9% month-over-month increase from June to July. Previous year’s June to July changes: +5% in 2011, +2% in 2010, +12% in 2009, +8% in 2008.

The number of global manufacturers shipping to the U.S. went up — +5% — from June to July. June-to-July changes in previous years: +2% in 2011, +0.2% in 2010, +7% in 2009, and +6% in 2008.

Source:  Panjiva