Es• In new research this week, we investigate the supply chain implications of the Israel-Gaza war, including for the electronics and healthcare sectors. The EU’s trade policy activity continues to accelerate with potential investigations of wind turbines and steel, while the US has slightly relaxed its semiconductor equipment export limits. Strike action continues in the automotive industry. • In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location ... Read more → • The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, alth... Read more → • Manufacturing conditions across G4 nations improved in May, according to S&P Global’s Flash Purchasing Managers’ Index (PMI), m... Read more → • New tariffs by the US administration of President Joe Biden look to shore up some of the gaps in the Section 301 and 201 implem... Read more →
• After 14 months of falling volumes, US seaborne imports of consumer discretionary goods improved in September while supply chains are normalizing across the audio-visual and apparel sectors.
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