Supply Chain Research

The Trump administration faces three time-sensitive trade issues in the rest of 2019 including China talks, the passage of USMCA and trade deals with Japan and the EU. Retailers’ exposure to tariffs is increasing, but Best Buy is proceeding as planned. Also: Teva, Sun Pharma shipments have surged even as a cartel case has loomed; Cracker Barrel gorges on China, tariff indigestion yet to come; Wistron, Altis may dial into Laos for fixed-line telecoms exports; rising tide of shipbuilding exports masks sinking order books; rules coming into place to allow tech trade war to move beyond tarif...