AGP Executive Report
Last update: 9 hours agoCybersecurity & Retail Supply Chains: Ceva Logistics, part of CMA CGM, says unauthorized access to its servers from July 29–Aug 1 exposed customer data across its 1,000+ warehouses, with downstream retailers warning of shipment disruptions. Consumer Spending Pressure: U.S. retail sales disappointed and University of Michigan sentiment slid in August, with Americans bracing for weaker purchasing power. Tariffs & Refunds: After Supreme Court action on illegal tariffs, some businesses are starting to pass refunds to customers, while a proposed class action targets Amazon over alleged tariff overcharges. Energy & Prices: Solar overtook wind in global electricity generation for the first time in 2025, while Hormuz chaos spotlights how chokepoints can quickly feed into oil and gasoline costs. Regulation & Data: S&P Global expanded its Microsoft 365 Copilot integration, aiming to embed its market intelligence into everyday workflows. Food Safety: India’s NHRC asked regulators to clarify nutrition and labeling for “analogue paneer,” after complaints about imitation dairy products. Transit for Shoppers: Malaysia’s KTMB is adding 124 train services and nearly 39,000 seats for National Day and school holidays.
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