• In new research this week, we dive into the risks for Israeli supply chains from the worsening security situation in the Red Sea; the possibility of a reversal of reshoring for Bangladesh’s apparel industry; the EU’s as-yet undefined supply chain de-risking strategy vis-à-vis mainland China; and India’s latest food protectionism, covering onions.
• In the consumer goods sector, the holiday shopping season is revealing weakness in demand for toys and televisions. The toy sector’s falling sales have led to expanding inventories as supply chain activity has continued to imply an ass...