President Xi’s economic policy speech included a cut in automotive duties that are both a carrot and a stick for the America’s section 301 tariffs. Our proprietary analysis shows U.S. imports slipped in March. New sanctions on Russia remove some of the need for aluminum duties. Also: we take a deep dive into the U.S. television industry’s supply chain; Mexican auto exports set a record ahead of the NAFTA deal agreement; the Panama Canal snaps its losing streak; Ceva’s IPO may seek K+N and Panalpina as peers; new investment is coming to Gulfport; a KORUS signing by President Trump is u...