JLL Industrial Real Estate Growth to Slow in 2024

JLL Industrial Real Estate Growth to Slow in 2024

A JLL report cautions that the growth rate of the US industrial real estate market may slow down. While fundamentals remain solid, macroeconomic uncertainties, new supply pressures, and rising interest rates pose challenges. The report emphasizes that market participants need to remain vigilant, rationally view future developments, and focus on quality and efficiency. It advises a cautious approach considering the potential headwinds impacting the sector's expansion.

Ecommerce Boom Spurs Parcel Delivery Demand and Pricing Shifts

Ecommerce Boom Spurs Parcel Delivery Demand and Pricing Shifts

E-commerce is fueling rapid growth in the parcel market, with price wars and service upgrades coexisting. Experts advise shippers to closely monitor changes in dimensional weight pricing rules, optimize packaging, and leverage a diverse range of carriers to navigate the increasingly complex market environment. These strategies are crucial for effective cost control and maintaining competitiveness in the dynamic landscape of e-commerce logistics and parcel delivery.

Cathay Pacific Acquires Air Hong Kong to Boost Cargo Operations

Cathay Pacific Acquires Air Hong Kong to Boost Cargo Operations

Cathay Pacific plans to fully acquire Hong Kong-based cargo airline, HK Express Cargo, to bolster its air freight capabilities. Facing market competition, Cathay is optimizing operations, enhancing service quality, and anticipating opportunities arising from the expansion of Hong Kong International Airport. This strategic move aims to strengthen Cathay Pacific's position in the competitive air cargo market and leverage future growth potential within the region.

01/29/2026 Logistics
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Ecommerce Disrupts Retail Food Sector Amid Survival Struggle

Ecommerce Disrupts Retail Food Sector Amid Survival Struggle

E-commerce is reshaping the food retail landscape, prompting brands to shift online, challenging traditional supermarkets. Brands are reaching consumers directly through platforms like Amazon, while emerging brands are more agile in adapting to the market. Supermarkets need to differentiate themselves, optimize their supply chains, and enhance the shopping experience. Collaboration between supermarkets and brands is crucial for mutual growth and navigating this evolving market.

North American Class 8 Truck Orders Drop Sharply Amid Demand Uncertainty

North American Class 8 Truck Orders Drop Sharply Amid Demand Uncertainty

North American Class 8 heavy truck orders experienced a significant decline in November, raising concerns about a potential demand inflection point. Experts attribute this downturn to a combination of factors, including seasonality, economic conditions, and excess capacity. Despite these challenges, opportunities remain in areas such as infrastructure development and e-commerce growth. Companies should closely monitor market trends and adapt flexibly to navigate this new market cycle.

01/30/2026 Logistics
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BYD Sales in Turkey Jump 447 Despite Tariffs

BYD Sales in Turkey Jump 447 Despite Tariffs

Despite the overall growth of the Turkish automotive market, Chinese brands face obstacles due to high tariffs. BYD circumvented these tariff barriers by establishing local production in Turkey, resulting in a remarkable 447% surge in sales. This made BYD the best-selling Chinese brand in the country. Their success highlights the crucial role of localization in overcoming trade protectionism and achieving significant market penetration.

US Services Sector Grows Steadily Despite January Dip

US Services Sector Grows Steadily Despite January Dip

The ISM report indicates that U.S. non-manufacturing activity slowed in January but remained in expansion territory. The NMI index slightly decreased, but the employment market remained strong. Government shutdowns introduced uncertainty, requiring businesses to adopt a cautiously optimistic approach and proactively respond to market changes. While the pace of growth moderated, the overall outlook suggests continued expansion in the non-manufacturing sector, albeit with potential headwinds.

Goldman Sachs US Stocks Not in Bubble but Risks Grow

Goldman Sachs US Stocks Not in Bubble but Risks Grow

Goldman Sachs reports that while the US stock market isn't in a bubble, risks are increasing. Tech stocks are highly valued, but fundamentals are solid, with AI-driven growth concentrated in leading companies. The report advises investors to maintain diversified portfolios, be wary of excessive market optimism, and pay attention to macroeconomic conditions and policy changes. A cautiously optimistic approach, focusing on steady progress, is recommended.

North American Rail Freight Gains Mask Intermodal Decline

North American Rail Freight Gains Mask Intermodal Decline

The Association of American Railroads (AAR) report indicates that for the week ending November 29, 2025, U.S. rail carload traffic increased by 4.3% year-over-year, while intermodal traffic decreased by 6.5% year-over-year. Year-to-date figures show growth in both carload and intermodal volume. The report highlights the complex landscape of the rail freight market, providing valuable market information and strategic insights for businesses.

02/04/2026 Logistics
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Prologis Pursues Duke Realty Amid US Industrial Space Shortage

Prologis Pursues Duke Realty Amid US Industrial Space Shortage

Logistics real estate giant Prologis is considering acquiring Duke Realty, amidst record low vacancy rates for industrial properties in the US. E-commerce growth, supply chain restructuring, and the rise of emerging industries are driving demand. Ports are maintaining resilience through investment and data utilization. The future market presents both opportunities and challenges. Companies need to pay close attention to market dynamics and respond flexibly to changes.