– As the corporate earnings season gets underway, more firms are discussing their approaches to dealing with tariffs with a range of tactical price and cost responses and steady moves to strategic reshoring in what we are referring to as “global regionalization.”
– A prime example comes from reports that Apple will redirect its mainland China-produced iPhones away from the US, replacing them with Indian-made phones: Our research finds that this may be challenging. The energy equipment sector faces higher costs from metals tariffs, leading firms to pursue price pass-t...