Coming soon
Reading the tariff tea leaves
How to translate headline tariff announcements into expected effects on real supply chains and sourcing decisions.
Insights
Notes from the trade desk.
Short analysis on the trade-policy shifts, supply-chain disruptions, and data questions we're watching. New notes published here periodically.
Coming soon
When the data lies
Practical triangulation methods for trade analysis where official statistics are missing or unreliable.
Coming soon
Value chains under stress
What recent reshoring and friend-shoring moves mean for participation in global value chains.
Want these in your inbox?
Reach out and we'll add you to the list — or discuss a question you'd like analyzed.