Nintendo is the latest firm to consider shifting production out of China as a response to tariffs, though it is really an acceleration of existing strategy. A steel trade case may act to the detriment of Valmont and Tenaris. Also: Calavo, Del Monte meet America’s avocado hunger; Taiwan tank deal great for trade deals, bad for trade negotiations; Asia enters export recession as Philippines inches ahead; Volkswagen Mexico accelerates while key markets slow; Taco Bell’s flatbread shortage is Bimbo’s opportunity to raise exports; Congressional countdown makes 2019 USMCA passage less likely; ...