Supply Chain Research

Our proprietary analysis of U.S. import flows shows a surge in tariff-beating shipments in September. The progress of EU-U.S. trade talks is being hindered by disagreements on progress, but the automotive sector matters more. Ocean Network Express suffered a loss of market share in California, though did better in Virginia. Also: Competition between the Panama and Suez Canal’s appears to be contained; Typhoon Jebi may have hurt Japan more than the trade war; Weapons exports trump geopolitical confrontations; EU advances Asian trade deal negotiations; Mnuchin’s determination keeps Xi-Trum...