– In new research this week we look on of the driving forces of President-elect Trump’s stated tariff plans, most notably the structure of US trade deficits. Another major focus of US trade policy has been in restrictions on exports of the latest computer processors, which has led TSMC to reportedly limit its sales in mainland China. That comes as the electronics sector deals with declining industrial and videogame demand and a glut of chip supply from mainland China.
– Industrial sustainability is also in focus this week as we launch a new series of reports examinin...