US Freight Volume Shows Mixed Trends in July

US Freight Volume Shows Mixed Trends in July

According to the American Trucking Associations (ATA), July's freight volume remained unchanged from June on a seasonally adjusted basis, but increased by 4.1% year-over-year. Experts suggest this data indicates a slowdown in economic growth, but not a standstill. Freight volume in the second half of the year could be influenced by factors such as manufacturing, inventory levels, and energy prices. Full-year growth is projected to be between 3% and 3.5%, suggesting the recovery path still faces challenges.

01/28/2026 Logistics
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US Manufacturing Slows As Services Sector Grows in 2025 ISM

US Manufacturing Slows As Services Sector Grows in 2025 ISM

The Institute for Supply Management (ISM) report indicates a divergence in growth expectations for the US manufacturing and services sectors in 2025. Manufacturing revenue is projected to increase by 4.2%, and capital expenditures by 5.2%, but faces upward price pressures. The services sector anticipates revenue growth of 3.7% and capital expenditure growth of 5.1%, with a slight decrease in capacity utilization. The report provides valuable insights for businesses to develop differentiated strategies and capitalize on growth opportunities within these evolving economic landscapes.

US Manufacturing PMI Falls Amid Fiscal Cliff Fears

US Manufacturing PMI Falls Amid Fiscal Cliff Fears

The US ISM Manufacturing PMI fell below 50 in November, marking the fourth decline in six months. Uncertainty surrounding the "fiscal cliff" contributed to the downturn, with weak new orders, pressure on the job market, and cautious inventory management by businesses. The report highlights the need to address the potential risks posed by the "fiscal cliff" and implement measures to stimulate demand and promote manufacturing recovery. The slowdown suggests a potential economic recession if the fiscal issues are not resolved.

Trumps Greenland Dispute Triggers EU IP Retaliation Threat

Trumps Greenland Dispute Triggers EU IP Retaliation Threat

President Trump's threat regarding Greenland, stemming from not receiving the Nobel Peace Prize, has raised the possibility of EU retaliation, potentially suspending intellectual property protection for the US. This could destabilize the global IP system, significantly impacting the American tech industry. Investors should closely monitor developments, manage positions cautiously, allocate to safe-haven assets, and explore opportunities within the domestic market. The escalating tensions highlight the interconnectedness of geopolitical events and economic stability, demanding a proactive and diversified investment approach.

US Jobs Report Delay Sparks Labor Market Uncertainty

US Jobs Report Delay Sparks Labor Market Uncertainty

The release of the US November Non-Farm Payroll report was delayed and combined with October's data, increasing the difficulty of interpretation. The BLS cautioned about potential data deviations, suggesting market volatility is likely. The competition for the Federal Reserve Chair position also draws attention. Investors should interpret the data cautiously, pay attention to subsequent releases, and focus on long-term trends. Understanding the underlying biases in the data is crucial for making informed decisions in this uncertain economic environment.

Yen Volatility Rises Ahead of Options Expiry Aussie Dollar Weakens

Yen Volatility Rises Ahead of Options Expiry Aussie Dollar Weakens

Approaching the New York options expiry on November 24th, the forex market remains sentiment-driven despite the absence of significant expiries. The Japanese Yen continues to weaken, influenced by diverging monetary policies and economic downside risks. The Australian Dollar is hovering on the edge of a key range, facing potential downside pressure. Traders should closely monitor risk sentiment, macroeconomic data, and geopolitical factors to inform their trading strategies. These elements are crucial for navigating the current market dynamics and making informed decisions.

ECB Holds Rates Raises Inflation Forecast on Services Pressure

ECB Holds Rates Raises Inflation Forecast on Services Pressure

The ECB held interest rates steady but revised its 2026 inflation forecast upwards, highlighting the stickiness of services inflation. Lagarde reiterated a data-dependent approach, suggesting no immediate shift from its hawkish stance. Going forward, the ECB needs to balance fighting inflation with supporting growth. Investors should closely monitor economic data and policy developments. The upward revision of inflation expectations, particularly in the services sector, signals a persistent challenge for the ECB in achieving its price stability target, despite its ongoing tightening measures.

Whirlpool Shares Drop Amid Housing Market Slowdown

Whirlpool Shares Drop Amid Housing Market Slowdown

Whirlpool's stock plunge signals weakness in the real estate market and a lack of consumer confidence. High interest rates and a sluggish housing market will continue to impact Whirlpool's performance. Investors should be cautiously optimistic, closely monitoring macroeconomic and industry trends. Companies need to be more risk-aware and adaptable. The drop in Whirlpool's stock serves as a warning sign, highlighting the interconnectedness of consumer spending, housing, and the broader economy. Understanding these dynamics is crucial for navigating the current economic landscape.

Silver Prices Jump on Geopolitical Risks Trump Tariff Threats

Silver Prices Jump on Geopolitical Risks Trump Tariff Threats

This paper analyzes the surge in silver prices under the Trump administration's tariff threats, exploring the impact of tariffs, stagflation risks, and market sentiment. It also examines silver's supply and demand fundamentals, compares it to other precious metals, and discusses investment strategies and risk management. Furthermore, the strategic value of Greenland is highlighted. The analysis reminds investors to pay close attention to geopolitical risks and make prudent decisions, as these factors significantly influence silver price volatility in the current global economic climate.

US Supply Chain Council Boosts Resilience Through Collaboration

US Supply Chain Council Boosts Resilience Through Collaboration

The U.S. Supply Chain Council was established to enhance supply chain security and resilience, safeguard jobs, and invest in infrastructure. Through policy advocacy, interest coordination, and public awareness campaigns, the council unites businesses, labor organizations, and other stakeholders to build a secure and efficient supply chain system. This aims to address global instability and provide a guarantee for U.S. economic development. The council's collaborative approach is crucial for navigating complex challenges and ensuring a robust and reliable supply chain for the nation.