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Think Tank
Global Trade & Economics: Page 92
Survey: Over Half of U.S. Companies Plan to Raise Prices Due to Tariffs
Just 22% of companies globally say that they intend to absorb the added costs created by Trump's tariffs themselves.
Port of LA: 'Uncertainty Remains' Following Pause on China Tariffs
Over the next four weeks leading into the summer, Seroka said that the Port of Los Angeles expects volumes to come in around 70-80% of what's considered normal.
Shipping Giant CMA CGM Sees Cargo Jump After China Tariff Relief
The carrier suffered a roughly halving of freight bookings for China exports to the U.S. after the world’s two largest economies imposed triple-digit tariffs on each other’s goods.
Shift-Left logistics: The Secret Ingredient for Supply Chain Resilience
Industry leaders are heeding the call to action to shift left, integrate early and create a more resilient global economy. The time is now.
Nervous U.S. Consumers Adjust Spending Habits
KPMG's survey respondents indicated plans to hold off on some major purchases and scale back in other areas of their lives in order to not accumulate debt.
Trump: U.S. Can’t Broker Individual Tariff Deals with All Countries
The U.S. will instead send letters to some of its trading partners to unilaterally impose new tariff rates, suggesting that Washington lacks the capacity to negotiate individual deals.
Walmart Warns of Tariff-Driven Price Surge
Despite beating its quarterly earnings expectations, Walmart said customers should still expect to see higher prices by the end of May, and then "much more in June."
Podcast | The High Price of Economic Uncertainty
High tariffs are a major concern for traders, but the bigger problem is just figuring out what they’re going to be.
Trump Slams Apple's Expansion in India
Apple manufactures roughly 90% of its iPhones in China, but revealed plans in March to produce the vast majority of phones sold in the U.S. from India by the end of 2026.
Research: Half of European Companies Support Climate Policies
Despite revisions to the EU Green Deal, and lagging industry associations, corporate support for climate action in Europe continues to rise, according to research from InfluenceMap.
China Speeds Efforts to Make Supply Chains Domestic
Two-dozen companies listed in Shanghai and Shenzhen have told investors in recent weeks of plans to ramp up domestic sourcing for parts across a variety of industries.
Watch: The Long-Term Impact of Trump’s Tariffs on U.S. Influence in the World
Michael House of the law firm of Perkins Coie discusses the long-term implications of President Trump’s tariff and trade policies on the United States’ stature and economic power.
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