Our new analysis tests whether the recent increase in CEO optimism is justified by accelerating supply chain activity. The short answer is yes, in places. A no-deal Brexit will bring increased costs for the autos industry, with some supply chains already adapting. Also: Flex leads rise in Mexican ventilator exports as imports dip; ONE Apus underscores dangers of international trade; Vale’s China exposure rises, more to come if Australia-China relations worsen; Pfizer’s sourcing just one of many vaccine supply chain challenges; EU’s Biden plan wide-ranging, unsurprising; De...