The Trump administration has reduced short-term trade policy risks by sticking to the phase 1 trade deal with China, but longer-term policies are aimed at repatriating manufacturing jobs from China. Foxconn may shift iPhone manufacturing to Mexico. Also: ZIM Shipping plans IPO as margins recover, Transpacific trade surges in Q3; Canada-U.S. wood dispute lumbers on through broken WTO process; global trade downturn slowed in June, Q3 shows signs of recovery; Laura lashes Houston, recovery should be rapid; RCEP talks restart, India the main topic; and South Korean shipyard consolidation inc...
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