A Different Forecast
Those who follow international trade pay close attention to forecasts of economic growth, consumer spending, […]
The Government’s Tariff Bill
U.S. tariffs supposedly generated a record $31 billion in revenue during the month of August. […]
Dominance
Donald Trump is into dominance. In a series of orders since he started his second […]
Cross-purposes
President Trump, as he has made clear, wants to shrink the U.S. trade deficit. For […]
Forgetting Friendshoring
Remember friendshoring? Back in the days of COVID-19, when manufacturers and retailers suddenly paid attention […]
The Population Bust
The notion that demographic change will slow the flow of trade in manufactured goods met […]
More than Cheap Labor
It’s been no secret that Chinese companies have been building factories in Mexico to protect […]
The Supply-Chain Bureaucracy
Back before the covid-19 pandemic — it seems decades ago, not a mere four years […]
Reality Sets In
Despite ample signs to the contrary, global economic institutions have remained remarkably optimistic about the […]
Nearshoring Is Hard to See
Last week I was in Mexico City to speak at the Logistics World Summit, an […]