Supply Chain Research

The U.S. trade in goods deficit, due to be reported November 25, is expected to increase 7% on a month earlier by economists. A six percent increase in seaborne imports, according to Panjiva data, and a 0.5% rise in import prices support this expectation, even though they represent only part of the picture. This comes just as the incoming administration chooses its new, probably hawkish, trade negotiators.