Supply Chain Research

A return to growth in containerized shipping activity to the U.S. was led by Evergreen Marine in March while ZIM Shipping lost out and saw lower volumes. The capital goods sector is an overlooked potential victim of the nascent U.S.-EU trade war. Also: cars are set to drive the U.S.-Japan trade talks that start next week; China’s trade recovery not all good news with imports down, U.S. exports up; U.S. fishers could catch more Korean customers as tariffs bite; California recovers as China loses its crown, exports slump; 6,000 staff shutdown suggests confidence in no-deal Brexit avoidance...