Written by Vaish Akella (Research Lead), Christian Naida, Sri Harshita Boddu, Ani Bhaskar EXECUTIVE SUMMARY: Global supply chains are shifting from cost driven to resilience focused models, emphasizing digital innovation and risk management Airlines such as Southwest and Delta are facing strong negative correlations with price and profitability Aluminum prices are reflecting on industry performance, and are using hedging to stabilize costs, but cannot prevent certain disruptions Margins show...

Written by Aryahi Pachpande (Research Lead), Niyathi Manivannan, Stephanie Bui, Ajitesh Venkatesh Executive Summary: U.S. tariffs on Indian goods have risen to as high as 50%, following the end of India’s GSP benefits and ongoing tensions over Russian oil imports Key export sectors, especially textiles, gems and jewelry, metals, and seafood, have suffered major losses in competitiveness and export volume The tariffs threaten millions of jobs, particularly among women and workers in...

Written by Veena Raigaonkar (Research Lead), Sophie Aguas, Daniel Schneider EXECUTIVE SUMMARY: U.S. - South Korea in works of making a trade deal to lower tariffs to 15% on Korean goods and implementing Korean investment worth US$350 billion into US projects. Trade deal will impact import-export trade, including automobiles, gas, circuits, and electric vehicles. Geopolitical tensions fluctuate with current events such as Georgia ICE raid of Korean immigrant workers at Hyundai Introduction In...