Economies
Supply-Chain Disruption, Supplier-Country Health, and the Reallocation of US Import-Value Shares: Monthly Evidence Under Timing-Disciplined Measurement
Supply-chain disruptions since 2018 renewed attention to supplier-country conditions; this paper examines whether deterioration in those conditions precedes changes in US import-value shares when each measure is dated to match the question asked. From 564,983 deduplicated news records (2018–2026) and direct-source IMF, COMTRADE, and BIS data for 62 supplier economies, we build a Country Health Score under two datings: reference-dated, assigned to the months the data describe, and availability-lagged, shifted by one …