NewCorporate & Deals External report
London’s gold market enjoys the Trump effect
The City’s dominance of physical trading in the metal is being reinforced by global instability
Lead stories
Trade
USTR Imposes Forced Labor Tariffs on 60 Economies
USTR imposed Section 301 tariffs of 10 or 12.5 percent on products of 60 economies, effective July 24, 2026. Source: Federal Register. 777 Sourcing.
Manufacturing
Eos Energy Commences Battery Line 2 Production
Eos Energy commenced commercial production on Battery Line 2 in mid-June 2026, expanding to two production lines. Source: SEC EDGAR. 777 Sourcing.
Corporate & Deals
AXT Reports Record Q2 on Indium Phosphide Demand
AXT reported Q2 revenue of $47.6 million, up 164 percent year over year, on indium phosphide demand for data center optics. Source: SEC EDGAR. 777 Sourcing.
Market data
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NewCorporate & Deals External report
London’s gold market enjoys the Trump effect
The City’s dominance of physical trading in the metal is being reinforced by global instability
NewCorporate & Deals External report
Marsh to shoulder biggest chunk of Greensill settlement with Credit Suisse
Deal is rare example of broker bearing largest share of a settlement rather than insurers who wrote policies
NewCorporate & Deals External report
Ukraine to resume strikes on Russian refineries, Zelenskyy says
Ukrainian president expresses anger in FT interview at ‘dangerous’ withdrawal of US intelligence sharing and weakening of Starlink satellite internet service
NewCorporate & Deals External report
The man who would lead McKinsey
North America boss Eric Kutcher is the candidate to beat in the consultancy’s byzantine election
NewCorporate & Deals External report
Is the K-shaped economy really more of an E?
America remains a very unequal place, but on many metrics inequality is not increasing
NewCorporate & Deals External report
Salmon producers start feeding chicken to fish
Fears of consumer backlash pushed aside as producers respond to surge in fishmeal prices
NewCorporate & Deals External report
French debt worries spill into stocks, driving biggest underperformance since 2010
Investors demand big discounts against regional peers to reflect troubled public finances and looming presidential election
NewCorporate & Deals External report
Anthropic tells investors its quarterly revenue jumped 50%
Rapid growth is slower than some anticipated as fears about AI trade rattle markets
Newsletter
The industry update
Free. Category intelligence and sourcing news, delivered once a week.
Trade
View allTrade Observed
US Goods and Services Trade Deficit Narrows
The US deficit fell to $73.3 billion in June, down from May. Source: U.S. Census Bureau. 777 Sourcing.
Trade
EU Extends Suspension of US Rebalancing Measures
The EU suspended rebalancing measures on US products without an end date, applying from August 7. Source: EU Official Journal. 777 Sourcing.
Trade
USTR Sets FY2027 Sugar Tariff-Rate Quotas
USTR announced FY2027 tariff-rate quota allocations for raw cane sugar, refined sugar, and sugar-containing products. Source: USTR. 777 Sourcing.
Manufacturing
View allNewManufacturing External report
Beyond Lithography: 3D Scaling Puts New Demands on Materials
ASM International shows how building increasingly complex 3D devices requires advances in materials and processes.
NewManufacturing External report
Co-Packaged Optics Moves from Promise to Production Planning
At Ayar Labs CPO Summit, Meta, Broadcom, AMD, and others weighed in on readiness for a 2028 co-packaged optics demand surge and the OCI MSA’s role.
NewManufacturing External report
TIE Showcases Taiwan’s Push to Deploy AI Across Industries
Discover how Taiwan Innotech Expo 2026 showcased AI solutions designed to advance industries with practical, real-world impact
NewManufacturing External report
VICFUSE UL Standard Class Series Fuse Holders: Quality, Reliability, and Industrial Protection
Explore VICFUSE's Class CF fuse line, which offers current-limiting technology and meets Class J performance standards in a compact design.
Supply Chain
View allNewSupply Chain External report
U.S. Forces Destroy Iranian-Linked Dhow Accused of Targeting Navy Ships
U.S. forces destroyed an Iranian-affiliated dhow in the Gulf of Oman on October 6 after determining that the vessel was conducting surveillance and helping target American warships, U.S. …
NewSupply Chain External report
Bulk Carrier Sinks Weeks After Deadly Strait of Hormuz Strike
By Jonathan Saul and Renee Maltezou LONDON, Oct 14 (Reuters) – A container ship and a dry bulk carrier have both sunk near the Strait of Hormuz in …
NewSupply Chain External report
Yemen’s Houthis Vow More Attacks on Saudi Airports, Oil Facilities After Aramco HQ Hit
Yemen's Houthis vowed on Wednesday to press on with attacks on airports and oil facilities in Saudi Arabia, a day after a strike that sources said caused extensive …
NewSupply Chain External report
UPS’ Happy Returns comes to TikTok Shop
Pacsun and Everlane are among the retailers tapping into the new integration ahead of the post-holiday returns rush.
Corporate & Deals
View allNewCorporate & Deals External report
US floats unfreezing some Russian assets to restart Ukraine peace talks
European officials balked at proposal made by Donald Trump’s negotiators during meeting in Miami
Corporate & Deals External report
SEC Censures OTC Link LLC for Repeated Compliance Failures Related to Regulation SCI
The Securities and Exchange Commission today censured New York-based broker dealer OTC Link LLC and ordered it to pay a $575,000 civil penalty for longstanding violations of Regulation …
Markets
View allNewMarkets Observed
The 10y-2y Treasury spread slips 11.9%
the 10y-2y Treasury spread fell 11.9 percent to 0.37% in October 13 to 14, 2026, from 0.42%. Source: FRED.
Markets Observed
The 10y-2y Treasury spread declines 4.5% in the latest reading
the 10y-2y Treasury spread was fell 4.5 percent to 0.42% in October 9 to 13, 2026, from 0.44%. Source: FRED.
Markets Observed
The VIX rises 2.5% as the latest reading lands at 15.21 index
the VIX rose 2.5 percent to 15.21 index in October 9 to 12, 2026, from 14.84 index. Source: FRED.
Markets Observed
Euro Firms Against Dollar on ECB Reference Data
The euro edged up 0.4 percent against the dollar in the week to August 7, to 1.1535. Source: ECB. 777 Sourcing.
Procurement
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CPO Crunch: Some great reward
The World Procurement Awards are back, providing energy, insight and inspiration
Procurement External report
CPO Crunch: Get the balance right
As procurement’s role expands into revenue generation, leaders will likely face ethical dilemmas
Procurement External report
CPO Crunch: Basic instincts
CPOs embarking on complex M&A would be well advised to start with three simple questions
Procurement External report
CPO Crunch: Take your head out of the sand
Leaders must choose: seize the opportunity of AI and drive change or have it done to you