Supply Chain Research

General Motors’ factory closures follow policy clarity provided by the Trump administration’s finalization of the USMCA trade deal. CMA-CGM has fallen behind its European peers in terms of profitability. The U.S. trade deficit likely continued to surge in October. Also: the Mexican migrant caravan brings risks for Samsung and Toyota supply chains; Canadian port activity has surged, but was bested by the U.S. west coast; ski gear retailers don’t expect a tariff tumble; President Trump has indicated a China tariff delay is “highly unlikely”; Europe looks to settle the dispute settlement di...