• The US peak shipping season is starting ahead of holiday shopping events. Shipping seasonality is close to normal, while US imports in September were flat versus a year earlier. Holiday decoration supply chains are the focus for our latest research. Apparel firms continue to repair their supply chains with regionalization being a leading strategy.
• The latest trade data shows semiconductor supply chains are still in retreat even as investment in new capacity continues apace. New analysis indicates that most electronics categories will experience above-average price escalation in...