• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not concerned about shipping disruptions while Germany’s chemical firms very much are.
• In other new research this week, we consider former US president Donald Trump’s latest pronouncements on tariffs with data on the impact of prior tariff impositions and the options for President Joe Biden.
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