– US import tariffs are becoming a business-as-usual matter for supply chain decision-makers. In new research this week, we analyze the overlapping nature of the US Trump administration’s various tariff actions and examine the strategic implications of positions taken by companies in the current earnings season. Data for US imports in October indicate that retailers may have overbuilt their inventories and may start cutting back.
– The technology sector has yet to fully reckon with US import duties, but that has not prevented ASUSTeK Computer Inc. from pursuing tactical reshoring —...