• In new research this week, we find that retail supply chains have geared up earlier than normal for Halloween. Labor conditions in Cambodian apparel production are being scrutinized. Home-appliance maker Breville Group Ltd. has reshored to Mexico. Home improvements supply chain activity remains weak.
• In technology, Nvidia Corp.’s AI-powered revenue gain has helped the chip industry return to sequential sales growth. Meanwhile, India’s phone producers are concerned about their supply chain costs relative to Vietnam.
• We show how government policies to control access to...