President Trump’s decision to consider 25% duties on $200 billion of Chinese exports targets both policy and supply chain objectives. CH Robinson’s profit growth faces volume risks from the Transpacific tariff spat. Container rates improved, marginally, in July after the 2Q drop. Also: Matson’s logistics strength couldn’t prevent a decline in profitability; American business sentiment towards trade is becoming less positive; Japan’s automakers saw a rare decline in exports but are prioritizing America ahead of the Motegi-Lighthizer meeting; South Korea’s trade growth was rescued by st...