Supply Chain Research

UN General Assembly week brought a wide-range of trade policy events, led by the U.S.-Japan “mini-deal”. While centered on agriculture the deal also cuts U.S. tariffs on industrial imports, potentially helping exporters including Hitachi and DMG-Mori. Also: Wallenius and Genesee-Wyoming are unworried about the impact of Brexit, while DFDS sees the risk of disruptions; Bolsonaro’s diversity push could bring Cargill, Bunge back to Brazil; Trump urges Moon to buy more guns, lacks usual trade leverage; German expectations at 10 year low bring little hope for global export recovery; USMCA pas...