Supply Chain Research

The month of September saw a roller-coaster of sentiment regarding the U.S.-China trade war. The most read Panjiva research last month was our conference report that flagged the changing nature of trade policy risks, the presence of U.S. corporates “in China for China” as well as bipartisan agreement in the U.S. that China needs to be dealt with. Our deep dive into the history of the trade war showed a cyclical pattern of rising tariffs followed by improving sentiment and concessions before reversals. September saw an uptick in sentiment after the delay of tariff increases by both sides,...