Supply Chain Research

– US seaborne imports of containerized freight surged 14% year over year in July, with sequential growth of 8% in consumer durables suggesting peak season is arriving early. Further evidence includes a pull-forward of Prime Day goods and comments from container line A.P. Møller – Mærsk A/S. It is not all smooth sailing, with corporate positivity toward supply chains cooling.
– The iPad was a standout among slowing revenue growth at Apple Inc., enabled by a reshoring of production to Vietnam. Elsewhere, technology supply chains may be struggling with delays reported to Nvidia Corp.’...