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. – Supply chain regulations, tariffs and strategies are in focus this week. We have extended our series on reshoring to look at Tü... Read more → – The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the h... Read more → Key findings – The past week has brought more details on US International Emergency Economic Powers Act (IEEPA) tariffs and relat... Read more → – Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead f... 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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