US-Canada Trade Deal Nears as Tariff Thaw Meets Midterms
A US Canada trade deal is close, Trump says after his Nov 1 call with Carney. Steel and auto tariff relief and a $20 billion overhang hang on the midterms.
James Whitfield8 min read
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33 results for “supply chains”
Fed Meets This Week: Why a November Rate Hold Looks Likely
The Fed rate decision for November 2026 lands Wednesday: a third straight hold at 3.75%-4.00% looks likely. Here is what could change the outcome.
Amara Okafor8 min read
Saudi Arabia Drives a September Surge in OPEC+ Output
Saudi Arabia's oil production jumped by over 2 million barrels per day in September, pushing OPEC+ output higher despite geopolitical disruptions.
James Whitfield8 min read
Trump Ends Tariffs on Some Canadian Goods as the Counter-Tariff Standoff Thaws
The U.S. has lifted tariffs on selected Canadian imports, signaling a potential thaw in the trade standoff that began in August, though a comprehensive deal remains elusive.
James Whitfield8 min read
BYD Misses Earnings Estimates as China's EV Price War Squeezes Margins
BYD's earnings missed estimates, per OilPrice, as China's EV price war compresses margins across the sector. What the miss reveals about margin math, export pressure and the battery supply chain's ripple effects.
James Whitfield12 min read
Marvell Investors Freak Out Over Lumentum Deal Rumors on Premium and China Fears
Marvell investors are freaking out as Lumentum deal rumors swirl, per MarketWatch — driven by two fears: a big takeover premium and a long wait for China's approval. The episode exposes how fragile semiconductor M&A confidence has become.
James Whitfield15 min read
US Shipping Costs Hit Five-Year High Even as Demand Stalls
US shipper costs have hit a five-year high even as demand stalls, US Bank data shows — a cost-driven squeeze with no demand story behind it, and real consequences for retailers, margins and consumers.
James Whitfield14 min read
Honda Warns 50% Auto Tariffs Would Be Catastrophic as Doubling Threat Looms
Honda warns that doubling auto tariffs to 50% would be catastrophic for the industry as Trump threatens escalation amid US-Canada trade tensions.
Amara Okafor8 min read
US Logistics Costs Fall to 7.8% of GDP as Supply Chains Normalize
Declining logistics costs signal supply chain normalization, even as workforce challenges persist and freight costs shift across segments.
Amara Okafor8 min read
BreakingCentral Banks Signal Cautious Approach as Growth Data Softens
Policymakers in major economies hinted at patience on rate cuts, pointing to services inflation and firm labor markets despite softer growth signals.
James Whitfield8 min read