Supply Chain Research

President Trump’s administration has, and will continue, to be marked by upheaval in trade policy ranging from the renegotiation of NAFTA to tariffs on $360 billion of bilateral trade with China. Yet, it has also seen significant growth in international trade with a 13.5% growth in imports and exports combined in the 12 months to August 31 vs. 2016. That compares to a 0.4% annual growth in the prior four years. With the midterm elections looming exposure to China’s retaliatory duties covering $110 billion of American exports may be of relevance in state and local races. The most exposed ...