The U.S. may extend sanctions relief for imports of Huawei products for rural telecoms firms – shipments to Mexico may become a bigger issue. Maersk’s 3Q earnings included a drag from the trade war, though that’s not the only challenge. Also: Arconic faces overstocking, with the aerospace sector coming late to the tariff-worry party; Savli Copper, Motherson Sumi may face higher copper costs; Chinese exporters’ willingness to eat tariff hikes may be diminishing; brighter Europe doesn’t change global export recession in 3Q; no shortage of talks, just agreement, in U.S.-China phase 1 proces...
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