President Donald Trump has “suspended indefinitely” proposed tariffs on Mexican exports in return for closer control over migration. Yet, State Department filings state the situation will be reviewed in 90 days. That lengthens supply chain planning uncertainties and may cause a further surge in imports – particularly of consumer durables – heading into the peak season of August to October. The most seasonal consumer durable is television sets where shipments to the U.S. were worth $11.2 billion, up 3.3% year over year in the 12 months to Apr. 30. Samsung Electronics was the largest shipp...