White House Advisor Proposes Dual Strategy for Growth Inflation Control

White House Advisor Proposes Dual Strategy for Growth Inflation Control

Jared Bernstein, Chairman of the Council of Economic Advisers, interprets the current US economic situation from a 'freight perspective,' emphasizing a dual-engine strategy of 'stable growth and controlled inflation.' He focuses on trade structure, consumer spending, and supply chain resilience. While cautiously optimistic about the future of the US economy, he believes that the government, businesses, and the public must work together to achieve long-term economic prosperity. The administration is focused on mitigating inflation while maintaining a strong job market.

01/20/2026 Logistics Industry Insights
Read More
Fed Lowers Interest Rates As Economic Concerns Grow

Fed Lowers Interest Rates As Economic Concerns Grow

The Federal Reserve announced another 25 basis point interest rate cut, aiming to stimulate economic growth while facing inflation risks. This is the second cut this year, reflecting the Fed's cautious approach amid an uncertain economic outlook. Experts hold differing views on the impact, suggesting it could boost investment and consumption, but also potentially lead to inflation and asset bubbles. The Fed's next move will depend on future economic data and market conditions. The decision highlights the delicate balance the Fed must strike to maintain economic stability.

01/07/2026 Logistics Industry Insights
Read More
UK Consumers Shift Focus to Energy Efficiency Essentials

UK Consumers Shift Focus to Energy Efficiency Essentials

Driven by the energy crisis and inflation, UK consumers are shifting their spending towards warm clothing, energy-efficient appliances, and essential goods. Retail data shows a surge in sales of these products, but overall retail growth is offset by inflation. Cross-border e-commerce businesses need to pay attention to these market changes, adjust their product structures, and optimize their supply chains to meet the challenges and seize the opportunities presented by the evolving UK consumer landscape. This includes focusing on value and adapting to the new priorities of British shoppers.

01/16/2026 Logistics Industry Insights
Read More
US GDP Growth Slows As Economic Recovery Shows Mixed Signals

US GDP Growth Slows As Economic Recovery Shows Mixed Signals

The US GDP grew by 1.9% in the first quarter, falling short of expectations. Consumer spending and exports increased, but government spending declined. Freight market data confirms a sluggish economic recovery. Attention should be paid to inflation, geopolitical risks, and labor market challenges. Future strategies should rely on data-driven decision-making to enhance economic resilience.

01/26/2026 Logistics Industry Insights
Read More
Goldman Sachs Warns Tariffs on Canada Mexico May Fuel US Inflation

Goldman Sachs Warns Tariffs on Canada Mexico May Fuel US Inflation

Goldman Sachs forecasts that US core CPI could rise by 0.6% if the US imposes tariffs on imports from Canada and Mexico. The report suggests the duration of these tariff policies is uncertain but unlikely to become a long-term feature. Existing inflationary pressures in the US persist, and the new tariff policies may exacerbate inflation. The impact depends on the scope and longevity of the tariffs, but Goldman Sachs believes the effect will be noticeable in the short term.

11/03/2025 Logistics
Read More
Cargo Sector Faces Economic Uncertainty Amid Diverging Trends

Cargo Sector Faces Economic Uncertainty Amid Diverging Trends

The current divergence between macroeconomic data and the perceived experience of the freight logistics industry challenges the 'freight-first' theory. This article analyzes factors such as consumption structure transformation, inventory cycle adjustments, and inflation. It emphasizes that data analysts should utilize granular data analysis, high-frequency data tracking, and multi-source data integration to penetrate the fog and gain insights into the true state of the economy. This approach helps businesses and governments find certainty amidst uncertainty.

01/26/2026 Logistics Industry Insights
Read More
US Tariff Changes Strain Transport Sector Ahead of August 1

US Tariff Changes Strain Transport Sector Ahead of August 1

The U.S. will implement import tariffs on August 1, facing urgent challenges and uncertainties in the transportation sector. Despite strong economic growth data, anxiety over policy changes complicates future impact assessments. The tariffs may lead to reduced consumer spending and increased unemployment rates. Core inflation is expected to rise to 3.6% by 2025.

07/11/2025 Logistics Industry Insights
Read More
US Jobless Claims Drop Sharply Defying Economic Concerns

US Jobless Claims Drop Sharply Defying Economic Concerns

US initial jobless claims unexpectedly plunged to 191,000, a near one-year low and far below market expectations. This data reflects a strong labor market, but may increase pressure on the Federal Reserve to raise interest rates. Market reaction included rising yields and a stronger dollar. Moving forward, close attention should be paid to employment data, while remaining vigilant about potential lagging effects and balancing the risks of inflation and recession.

01/28/2026 Exchange Rate Query
Read More
Economist Matt Muenster Analyzes Freight Economy Challenges

Economist Matt Muenster Analyzes Freight Economy Challenges

Breakthrough Chief Economist Matt Muenster provides an in-depth analysis of the current complex freight economy, covering key elements such as tariffs, manufacturing, capacity, inflation, demand, and pricing. He emphasizes the integration of macroeconomics with micro-level practices, leveraging data-driven decision-making to build resilient freight systems. This approach helps businesses navigate uncertainty and capitalize on opportunities within the ever-evolving landscape.

01/21/2026 Logistics Industry Insights
Read More
US Manufacturing PMI Drops Signaling Economic Slowdown

US Manufacturing PMI Drops Signaling Economic Slowdown

The US Manufacturing PMI continues to contract, hitting a 12-month low, characterized by weak demand, sharp order declines, and rising layoffs. Underlying causes include high inflation and high interest rates. Despite these challenges, some sectors are still experiencing growth. Governments and businesses must collaborate to control inflation, improve efficiency, and strengthen cooperation to mitigate recession risks. This requires proactive measures to address the underlying economic pressures and foster a more resilient manufacturing sector.

01/19/2026 Logistics Industry Insights
Read More