Uncertainty Kinks the World’s Supply Chains

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Investment Strategy Insights 

Uncertain as to whether today’s trade disputes will harden into permanently elevated tariffs or become merely an interim step on the way to lower overall trade obstacles, US corporations – caught in the middle as governments joust over reciprocity – are scrambling to re-examine their far-flung supply chains. Aligning these logistical organizations with ever-changing tariff levels, political imperatives, competitive issues, and the need to make longer term capital investment decisions is no small feat.