Supply Chain Research

A sharp drop in consumer confidence combined with a late surge in imports of consumer durables suggests U.S. retail inventories may have soared in late 4Q; Stanley Black & Decker see tariffs as just another cost; Fender moves back to the U.S. without tariff pressure. Also: Japan joins the Asian trend of declining exports; NFI Industries pulls out of LA; Singapore’s port growth returns; Vancouver’s overhaul should cut congestion; U.S.-China talks may be off, or on; India dials up a duty delay for phone components; Maersk sees vertical consolidation as the way ahead; and another new survey...