– The devil is always in the details with supply chain regulations, and the latest round of US import duties is not different. We look at the potential for International Emergency Economic Powers Act (IEEPA)-based rules of origin to unpick the labor-cost underpinnings of corporate reshoring decisions. Firms have also become more negative about tariffs recently as they count the full cost of duties and mitigation.
– The automotive sector has been among those counting the cost, with the big automakers taking a diverse approach to pricing and reshoring. The autos indust...