Supply Chain Research

K+N and UPS both saw declining, or slowly growing, revenues in 3Q in part due to the U.S.-China trade war – K+N also faces Europe-to-U.S. challenges. India may restrict Malaysian exports due to political comments regarding Kashmir. Also: Husqvarna has reduced its tariff risks, but inventory build has become an issue; blame South Korea, as well as China, for California’s port activity decline; Star Wars “Rise of Skywalker” imports timed to beat rise of tariffs; no fast WAB leaves all Brexit options on the table; Canada’s election results might delay USMCA passage; and Trump is set to main...