Canada's December 2025 CPI exceeded expectations, rising 2.4% year-over-year, fueling market speculation about potential interest rate hikes. Rising food and restaurant prices were the primary drivers. The Bank of Canada faces the challenge of balancing inflation and economic growth. It needs to closely monitor the global economic situation and flexibly adjust its monetary policy to address the 'last mile' of the inflation challenge.
The University of Michigan's preliminary December consumer sentiment index unexpectedly rose, with a significant drop in inflation expectations, potentially paving the way for the Federal Reserve to cut interest rates. Despite some controversy surrounding the index, it remains an important reference point for the Fed. This news could be a positive signal for the market, and investors should closely monitor the Fed's policy moves.
Russian e-commerce platform Ozon is increasing commissions for some product categories up to 55% and adjusting its logistics policy. It's removing delivery time performance-based shipping fees, replacing them with a fixed fee plus a cross-regional surcharge. Ozon claims reduced logistics costs will offset the commission increase, but merchants' operating costs may face pressure. The adjustments will be phased in to ensure transparency and control.
The pet industry in 2023 witnessed a flourishing scene characterized by active capital, impressive performance, and upgraded standards. Capital flowed into veterinary technology, companies formed strong alliances, and overall performance generally increased. Policy standards are constantly being improved to protect pet health and welfare. The pet economy has a promising future, but it still needs to address challenges such as market competition and standardization.
TikTok's compliance in the US eliminates policy uncertainties, unlocking a potential market of 170 million users for Chinese cross-border e-commerce sellers. This report analyzes the compliance framework, market potential, and proposes strategies for 2026, including focusing on best-selling categories, strengthening content operations, and optimizing supply chain fulfillment. It aims to help sellers seize the golden opportunity of social e-commerce going global.
An IHS Markit report indicates that trade wars and oil price shocks have increased the risk of a global economic recession. With downward revisions to US economic growth forecasts, supply chain managers should diversify their supply chains, optimize inventory, strengthen risk management, enhance transparency, and monitor policy changes. These strategies are crucial for navigating challenges and seizing opportunities in the face of growing global uncertainties.
This article provides a detailed analysis of the Indian Rupee to Chinese Yuan exchange rate. It delves into historical exchange rate trends and key factors influencing the rate, including economic fundamentals, monetary policy, political factors, and market sentiment. Furthermore, it offers practical advice on exchange rate risk management. The aim is to provide readers with comprehensive and professional information to support cross-border transactions and investment decisions.
The upcoming IMO sulphur cap will significantly impact global supply chains. Aiming to reduce ship sulphur emissions and improve the environment, the regulation may also lead to higher freight rates. Supply chain managers should closely monitor policy developments, assess risks, collaborate with carriers, explore alternative solutions, and promote green procurement to address challenges and seize opportunities. Building a sustainable supply chain is crucial in this evolving landscape.
SMC3 conference expert discussions foreshadow a new direction for US federal surface transportation authorization. Democrats may broaden the definition of infrastructure, with fuel tax reform and sustainability as key considerations. Logistics companies need to pay close attention to policy changes, embrace innovative technologies, and actively participate in shaping the future of transportation. This new era demands proactive engagement and adaptation to evolving regulations and priorities.
On December 8th, US Treasury yields rose as markets anticipated a potential 'hawkish rate cut' by the Federal Reserve, leading to a stronger dollar. The Japanese Yen faced selling pressure due to the earthquake in Japan. US stocks generally declined, reflecting investor concerns about the economic outlook. Investors should closely monitor the Federal Reserve's policy, the impact of the earthquake, and upcoming economic data.
