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 220 China 3048 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Corp - Shipping 1026 Earnings 759 Elections 124 Energy - Renewables 205 Indonesia 114 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Japan 629 Laos 6 Mode - Bulk 139 Mode - Containerized 1524 Mode - Seaborne 1845 South Korea 605 Taiwan 231 Tariffs 1866 U.S. 5399

– 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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