Supply Chain Edge: After the big one, Bluey’s the best, semiconductor slowdown — Panjiva
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Supply Chain Edge: After the big one, Bluey’s the best, semiconductor slowdown

Business Sentiment 216 China 3000 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Corp - Shipping 992 Earnings 744 Elections 124 Energy - Renewables 192 Indonesia 106 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Japan 616 Laos 3 Mode - Bulk 137 Mode - Containerized 1490 Mode - Seaborne 1819 South Korea 594 Taiwan 221 Tariffs 1819 U.S. 5348

– The US election brought a Republican sweep and raise 10 major issues for supply chain decision-makers, including wide-ranging tariffs, agricultural trade flows, the future of the USMCA, technology export limits and investments, labor relations, the future of energy transition supply chains and shipping regulations.
– The highly seasonal toy industry is the center of our focus research this week — we find the fastest-growing brand is Bluey, while the toymakers are improving their supply chain efficiency. Home appliances makers are also looking to improve their efficiency after an ...

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