Our review of over 90 companies’ reactions to tariffs show two-fifths are raising prices and 30% are retooling supply chains. The U.S. goods deficit rose in June vs. a year earlier, taking the gloss off President Trump’s trade success. CMA-CGM has made its fuel charge open-ended. Also: COSCO’s shipping through New York surges; business sentiment in Europe diverges; Chinese shipyards’ orders improve, but not enough to make a difference; Fanuc sees tariffs trimming orders, but that’s not their only problem; Mattel blames Toys’R’Us for its woes; the EU is unlikely to accept Britain’s cus...