Supply Chain Research

The President-elect’s first working day in office, January 23, will likely include a withdrawal from TPP and the start of the process to renegotiate NAFTA. The ‘Contract for America’ promise to labelling China as a currency manipulator has already been pulled. It also isn’t clear what can be done short-term on the commitment to identify and end foreign trading abuses. A quick move on a border adjustment tax is unlikely – the President-elect appears to prefer tariffs. A bigger challenge beyond day one is that Trump has appointed five senior trade advisors and continues to make direct comm...