• In new research this week, S&P Global Market Intelligence looks at the disruptions to food supply chains caused by India’s new rice export rules. Evidence from survey data, chemical production and warehouse vacancies shows manufacturing is in decline while two large freight forwarders have diverging views.
• Toy industry sales and trade activity remain soft despite the success of the “Barbie” movie. Brandy shipments are also in decline. Home appliance supply chains are running smoothly with costs in decline.
• Activity in the semiconductor industry remains depressed...