Supply Chain Research

The U.S. import surge continued to accelerate in the first half of October, led by a jump in imports of consumer discretionary products – footwear and instruments have lagged. Fewer companies are providing earnings guidance – supply chain data can help. Also: Steve Madden gets kicked by store closures, logistics congestion; Taiwan on the post-election agenda whatever the result as Trump’s arms sales surge; off-key performance from Guitar Center, Yamaha during pandemic; Trump cuts aluminum duties, reducing Canada tensions and confirming tariff strategy; steel yourself for calls for capaci...