– A point of inflection may have arrived for the tariff challenges faced by supply chain decision-makers, with the US having reached deals with the UK and mainland China. The action is moving onto product-level tariffs, with 10 Section 232 reviews in place, most recently including the aerospace sector.
– Firms are also becoming less negative about tariffs in the latest corporate earnings season, in part due to the implementation of a wide range of coping strategies. Our research this week looks at a reshoring decision by Mitsubishi Motors Corp., inventory build by go...