Supply Chain Research

Chinese exports of products where the U.S. has applied tariffs fell by $4.4B year over year in January with the computer industry bearing the brunt of the drop. Lululemon’s sales surge looks set to continue on the basis of supply chain data. Also: Pemex has helped offset a shortage of heavy crude oil in the U.S.; arms trade risks for U.S.-China deal as Taiwan makes tanks and jets bid; Tesla faces subsidy challenges today, retaliatory duties tomorrow; Europe’s the sick old man of world trade as Americas stay healthy; U.S.-China talks could fail on a failure to agree failure terms; Brexit ...