Brexit Watch: Labour and Pharma a Bigger Issue Than Farm Laborers for a U.S. Deal November 26, 2019 British political parties’ manifestos include a focus on post-Brexit trade deal aspirations in some instances. Healthcare is arguably a much bigger issue than agriculture – home of the chlorinated chicken issue – given bilateral trade in pharmaceuticals and medical devices reached $10.66 billi... Read more →
Panjiva Daily: Sony’s Black Friday boost; Canadian rail strike oil opportunity for shipping November 26, 2019 Tariffs have complicated supply chain decision-making ahead of the Black Friday shopping period – U.S. TV exports generally are down, but Sony’s are up. Canadian National’s rail strike may be a boon for U.S. maritime oil shipping service providers. Also: Labour and pharma are a bigger issue th... Read more →
Panjiva Daily: K+N on the up, UPS down; iRobot pursues price rises April 26, 2019 K+N and UPS provided a study in contrasts in their 1Q results with K+N improving its margins via cost cutting and higher volumes while UPS suffered a marked drop in handling. iRobot’s used price rises to offset U.S.-China tariffs. Also: Varian’s various devices for offsetting duties have yet t... Read more →