Supply Chain Research

Our review of the first 20 months of the Trump administration’s trade policy shows autos matter as much as China. President Erdogan should target scrap metal, not electronics, in his trade dispute with America. HMM’s made a loss at the EBITDA line in 12 of the past 13 quarters. Also: a 77 month high in U.S. import price inflation added to rising seaborne imports sows the seeds of another rise in the trade deficit; the Port of Montreal is using increased fees and longer hours to mitigate the risks from demand growth; India’s international trade has grown for 23 months but is at risk from ...