President Trump has threatened to close the border with Mexico this week, which could have a highly disruptive impact on food and automotive supply chains. China’s decision to suspend automotive duty increases has helped arrest a decline in U.S. car exports. Also: DSV has delivered a deal with Panalpina that is largely about scale; shipping’s tough first quarter sees rates down, costs up; Cosco Shipping’s rebound may just be a bounce; chips chip away at South Korea’s export performance in March; China’s sentiment swallow does not make a cyclical spring; if at first you don’t succeed with...