Data for the first half of July suggests U.S. imports in the consumer discretionary sector are recovering from the consequences of the pandemic. Toymakers Hasbro and Mattel have seen a divergent performance in Q2 after the former’s supply chain proved less resilient. Also: Ford’s Hermosillo plant derailed by protests; COVID-19 recovery going slowly; tackling Gazprom matters more than China relations for U.S. LNG exporters; global trade crunch might have reached worst point in May; U.S.-China talks may need “market conditions” clause to avoid deal default; container r...