The Trump administration’s latest round of tariffs will capture consumer goods phones, PCs, toys and apparel from Sept. 1 – consumers will likely pay the price in higher inflation, with an earlier peak season for shipping also likely. Puma is cutting its exposure to China. Also: Yara, Mosaic have yet to benefit as Brazil’s China bean bounce remains unharvested; U.S. businesses report worst export outlook since Feb. 2016; Vale’s iron ore and steel exports continue to recovery after mining disaster; the summer that never was – S&P Global Platts container update, July 2019; Japan steps up t...