Supply Chain Research

U.S. tariffs retaliating against France’s unilateral imposition of a digital services tax will mostly capture luxury goods, including shipments by LVMH and L’Oreal. President Trump’s latest round of steel tariffs will likely fall foul of the courts but may hit Ternium and ArcelorMittal. Also: Bayer caught as herbicides become a fertile ground for new trade cases; Natuzzi starts move to Vietnam as China competitiveness drops; stuck in a cycle – November 2019 in 10 reports; pessim-ISM returns to U.S. export order outlook as trade contracts; unpredictable unreliable entities due, Trump may ...