The infamous $200 billion demand likely sunk U.S.-China talks last week, but semiconductors could be the answer. The five quarter recovery in container line profitability may be at risk. Global trade volumes continued to grow in March, but at their slowest rate since 2016. Also: U.S. logistics payroll growth has also slowed; Chinese imports of scrap aluminum are being restricted; military equipment exports to Turkey may be limited; U.S. imports of handheld weapons are growing again; NAFTA’s timetable is ticking; KORUS details should emerge shortly; and two Japanese shipyards pursue a ...