Supply Chain Research

China’s trade surplus with the U.S. hit a record high in August as duties on $200 billion of products are awaited. Apple shows a typical reaction to higher tariffs in raising the prospect of higher consumer prices. CMA-CGM’s profitability fell last quarter, but its outlook is upbeat. Also: Logistics employment nears a crossing; Kia’s takes a diverting drive ahead of NAFTA; Hyundai powers up in India; last week’s most read research was our China exemptions analysis; Sixth week of container-rate rises led by USWC; Pay deal finalized, peak season labor risks remain; India’s 2x Iran plans li...