• In new research this week, we investigate the supply chain implications of the Israel-Gaza war, including for the electronics and healthcare sectors. The EU’s trade policy activity continues to accelerate with potential investigations of wind turbines and steel, while the US has slightly relaxed its semiconductor equipment export limits. Strike action continues in the automotive industry.
• After 14 months of falling volumes, US seaborne imports of consumer discretionary goods improved in September while supply chains are normalizing across the audio-visual and apparel sectors.