The escalation of Hurricane Florence to cat-4 raises risks to supply chains, including Daimler’s and Gildan’s. Our proprietary analysis of American ports shows a slide in Californian handling. We identify tariff-cutting opportunities for EU-U.S. trade talks, though they’re still some way off. Also: California’s smoked as Panama Canal transits rise; Uranium case remains active for longer; India won’t fuel Vinacomin’s coal ambitions; Philippines trade booms, no sign of RCEP; GM leads Mexican auto acceleration; Mexico happy with a bilateral NAFTA, Canada still in the game; Half of corporate...