Tariffs + Trade Wars
With reciprocal tariffs in place and China delaying increases, volatility has eased to its lowest level this year, but tariffs remain historically high and continue to impact planning.
(click images to view a larger version)
Market Trends
Most categories are stable, but Memory is key to watch as both LT and pricing are rising, and this category often signals broader market shifts.
(click images to view a larger version)
