Supply Chain Research

Corporate preoccupations with trade policy have declined in conference calls regarding the Q4 results season. That’s come in the face of the phase 1 U.S.-China trade deal and increasing preoccupations with COVID-19 coronavirus. Panjiva’s analysis of 4,451 conference calls since Jan. 1 shows 21.9% of firms discussed trade policy compared to 25.4% in the prior quarter. By comparison 32.0% of firms have discussed COVID-19 since Jan. 20. The electrical and mechanical industrial sectors continue to have the highest proportion of mentions of trade policy. While some firms, such as Haldex, have...