President Trump’s signature of USMCA into law and visit to a Dana Inc. facility in Michigan raises questions about the way ahead for auto supply chains. Orient Overseas had a tough 4Q but likely did better than its peers. Also: Ford, General Motors left out in cold by CSAV’s car ferry exit; India, Steelcase face prospect of Make in India tariffs; balanced picture for global trade could tip on tweets and sneezes; Huawei decisions bring security, trade policy clashes closer; India-U.S. deal talks ahead, mini-deal could be very small indeed; and strikes are set to continue in France.