US Service Sector Growth Slows in November

US Service Sector Growth Slows in November

The US Services PMI grew for the fifth consecutive month in November, but the growth rate slowed, with mixed sub-indicators. Experts interpret this as a return to normalcy, but risks remain. The service sector faces multiple challenges, including inflation, interest rates, and geopolitical tensions, but also opportunities such as consumer demand and technological innovation. Businesses need to be cautiously optimistic and seek progress while maintaining stability to achieve sustainable development. The slower growth suggests a more moderate pace of economic recovery.

02/03/2026 Logistics Industry Insights
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US Services Sector Slips in September but Remains Resilient

US Services Sector Slips in September but Remains Resilient

The U.S. ISM Non-Manufacturing NMI decreased slightly to 58.6 in September, according to the Institute for Supply Management. However, it remains well above the expansion threshold, indicating the non-manufacturing sector has experienced growth for 56 consecutive months. Analysis should focus on sub-indices and the macroeconomic context. Businesses should pay attention to structural changes and embrace new technologies to address challenges and seize opportunities. Overall, the non-manufacturing sector remains resilient, with a cautiously optimistic outlook for future development.

02/03/2026 Logistics Industry Insights
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Stimulus Hopes Dim Market Rally in Doubt

Stimulus Hopes Dim Market Rally in Doubt

Former U.S. President Trump's promised $2,000 check disbursement plan is facing obstacles due to divisions within the Republican Party. This direct subsidy, intended as fiscal stimulus, was expected to boost the stock market. However, with the plan's failure, investors need to reassess their investment strategies and focus on fundamental economic factors. The stalled stimulus highlights the challenges of implementing fiscal policy and its potential impact on market sentiment. The market's reaction underscores the importance of considering political realities when evaluating economic policies.

02/04/2026 International Settlement
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US Rail Freight Carloads Rise Container Traffic Slows

US Rail Freight Carloads Rise Container Traffic Slows

Recent data reveals a divergence in the US rail freight market: railcar loadings are up year-over-year, with strong performance in coal, grain, and nonmetallic minerals. Conversely, container traffic has declined, potentially influenced by slowing global trade and port congestion. Despite short-term fluctuations, cumulative data for the first 49 weeks of 2025 suggests a positive long-term trend for rail freight. Facing both challenges and opportunities, rail transportation companies must monitor market changes and adapt their business strategies accordingly.

02/04/2026 Logistics
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US Truckload Rates Rise As Volume Falls in September

US Truckload Rates Rise As Volume Falls in September

A DAT report indicates a decline in US truckload freight volume during September, coupled with a slight increase in freight rates, revealing a divergence where prices rise without corresponding volume growth. This rate increase, not driven by demand, potentially signals underlying market issues. Brokers face squeezed margins, while carriers encounter both opportunities and challenges. Experts express pessimism regarding the peak season outlook, suggesting the market adjustment may persist. The report highlights a complex and potentially concerning situation within the truckload freight sector.

02/04/2026 Logistics Industry Insights
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Prologis Report Hints at Logistics Real Estate Recovery

Prologis Report Hints at Logistics Real Estate Recovery

The Prologis IBI Index indicates a turning point for logistics real estate demand in Q3, with improvements in net absorption, new lease signings, and project pipelines. Customers are proactively addressing trade uncertainties, resulting in increased utilization and favorable market conditions. Vacancy rates are expected to remain stable, and the construction pipeline is tightening, creating conditions for future rental growth. The rebound suggests a positive outlook for the sector despite ongoing economic challenges, driven by resilient consumer spending and e-commerce expansion.

02/04/2026 Logistics Industry Insights
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US Freight Market Slumps in July As Rates Volumes Decline

US Freight Market Slumps in July As Rates Volumes Decline

The US freight market experienced seasonal softness in late July, with both spot rates and freight volume declining. Dry van, refrigerated, and flatbed sectors were all affected. Weakness in agricultural shipments significantly contributed to the decreased demand for refrigerated trucks. Experts advise trucking companies to closely monitor market dynamics, improve efficiency, and reduce costs to navigate the challenges and capitalize on opportunities in the current environment. This proactive approach is crucial for maintaining profitability and competitiveness during this period of market downturn.

02/04/2026 Logistics
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Prologis Report Industrial Real Estate Thrives Postpandemic

Prologis Report Industrial Real Estate Thrives Postpandemic

The Prologis IBI report indicates a gradual return to pre-pandemic norms in industrial real estate. Rent growth, low vacancy rates, and recovering net absorption are observed, while new construction starts are decreasing. Key trends include e-commerce development, supply chain restructuring, automation & intelligence, and sustainability. Investors should focus on prime assets, diversify their portfolios, and collaborate with professional institutions to seize opportunities in the post-pandemic era. This period presents both challenges and significant potential for growth in the industrial sector.

02/04/2026 Logistics Industry Insights
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Crossborder Ecommerce Sellers Face Customs Clearance Delays

Crossborder Ecommerce Sellers Face Customs Clearance Delays

This article delves into the key factors affecting the efficiency of customs clearance inspection for international express delivery. These factors include the destination country's efficiency, the type of goods, declaration compliance, and seasonal influences. It provides cross-border e-commerce sellers with strategies to reduce clearance risks and improve logistics efficiency. The aim is to help sellers better navigate the challenges of international logistics and optimize their supply chains for faster and smoother delivery processes, ultimately enhancing customer satisfaction and boosting sales.

02/04/2026 Customs Knowledge
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US Retail Sales Dip in April Signaling Consumer Pullback

US Retail Sales Dip in April Signaling Consumer Pullback

U.S. retail sales edged up in April, but the slower growth rate indicates a cautious shift in consumer spending. Performance varied across retail sectors, with online sales continuing to rise while brick-and-mortar stores remained the primary point of purchase. Experts believe a consumption slowdown is inevitable, as the retail industry transitions from a post-pandemic boom to normalization. The sector may face further challenges in the future. Overall, the data suggests a cooling consumer environment impacting retail performance.

02/04/2026 Logistics Industry Insights
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