Supply Chain Research

President Juncker and President Trump have set the EU and U.S. on a course to cut America’s $160 billion trade deficit, though delivery on specifics in beans and LNG is challenging. Farmer’s get $12 billion of protection from protectionism. UPS’s profitability drops for an eighth time. Also: NYK Line’s profits are in trouble from rising bunker fuel costs; the U.S. automakers face a tariff-cost reckoning while capital goods makers are raising prices; American maritime trade growth is accelerating while the long-term global trade expansion may be approaching its last hurrah; Mexico and Can...