Supply Chain Research

The U.S.-China trade war is taking an increasing toll on U.S. imports. Seaborne imports from China fell 7.6% year over year in September, following a 4.6% slide in the prior three months. While shipments from Vietnam and India continued to improve, that couldn’t prevent total U.S. seaborne imports from falling 1.7% in September. Consumer goods products are showing clear signs of tariff stress. Total U.S. imports of furniture fell 4.9% after tariff increases in May. Meanwhile shipments of apparel – where many products became subject to duties in September – increased by just 0.1% after a ...