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.

02/04/2026 Exchange Rate Query
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Global Air Freight Faces Customs Delays Experts Suggest Fixes

Global Air Freight Faces Customs Delays Experts Suggest Fixes

This article delves into the four primary causes of customs clearance delays in international air freight: document issues, non-compliant declarations, customs inspections, and policy/qualification restrictions. It offers targeted solutions and emphasizes the importance of preventative measures. The aim is to help businesses improve customs clearance efficiency and reduce logistics costs by addressing these key factors and implementing proactive strategies to avoid delays.

02/04/2026 Customs Knowledge
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AUDUSD Tests Key Resistance at 06625 Amid Market Uncertainty

AUDUSD Tests Key Resistance at 06625 Amid Market Uncertainty

AUD/USD is oscillating within the 0.6400-0.6700 range, currently around 0.6636. Bulls are attempting to breach the 0.6700 resistance, but bears are showing strength. 0.6625 is a crucial short-term support level; holding above it could pave the way for further upside, while a break below could trigger a pullback. Investors should pay attention to economic data, monetary policy, and global risk sentiment.

01/15/2026 Exchange Rate Query
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US Exit from Paris Pact Reshapes Climate Efforts Business Risks

US Exit from Paris Pact Reshapes Climate Efforts Business Risks

The US withdrawal from the Paris Agreement posed challenges to global climate governance, but also spurred other nations and businesses to intensify climate action. Companies should proactively embrace the green transition by setting emission reduction targets, investing in clean energy, optimizing supply chains, developing low-carbon products, engaging in policy dialogues, and enhancing information disclosure. These actions will help them gain a competitive edge in the future.

01/07/2026 Logistics Industry Insights
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US Container Imports Face Mixed Trends Amid Economic Shifts

US Container Imports Face Mixed Trends Amid Economic Shifts

U.S. container imports saw a slight month-over-month increase in June but declined year-over-year, indicating stabilization with ongoing pressure. China's import share continued to decrease, while Southeast Asia emerged as a new growth area. West Coast ports recovered, while the East Coast faced pressure. Businesses should pay attention to trade policy changes, promote supply chain diversification, optimize port selection, and make data-driven decisions.

01/15/2026 Logistics
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US Container Imports Rise in June As Chinas Share Dips

US Container Imports Rise in June As Chinas Share Dips

A Descartes report indicates a slight month-over-month increase but a year-over-year decrease in US container imports for June. China's share continues to decline. Key factors include trade policy adjustments, supply chain diversification, and evolving port dynamics. Southeast Asian countries are gaining prominence, while West Coast ports are rebounding. US importers need to adapt to these shifts and adjust their supply chain strategies accordingly.

01/15/2026 Logistics
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Global Airports Face Rising Challenges in Slot Management

Global Airports Face Rising Challenges in Slot Management

Airport slots are a crucial element of air traffic management, essential for airline operations, resource optimization, and network stability. The Worldwide Airport Slot Guidelines (WASG) serves as the foundation for global slot management. Future policy developments should balance responsibilities, encourage innovation, and avoid practices that could harm competition and efficiency. Historic precedence is fundamental to the air transport network and should not be easily altered.

01/20/2026 Logistics Industry Insights
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US Container Imports Drop Sharply Signaling Trade Slowdown

US Container Imports Drop Sharply Signaling Trade Slowdown

S&P Global data reveals a 3.4% year-over-year decline in US import container shipping volume for October, signaling potentially larger drops in the coming months. Key factors include inventory overhang, structural shifts in consumer demand, and trade policy uncertainty. Businesses should refine demand forecasting and optimize inventory management. Governments need to stabilize trade relations and improve the business environment to collectively navigate this trade downturn.

01/22/2026 Logistics Industry Insights
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Ozon Faces Seller Exodus Amid Compliance Challenges Eyes 2026 Recovery

Ozon Faces Seller Exodus Amid Compliance Challenges Eyes 2026 Recovery

This article analyzes five major reasons for the sharp decline in the number of Ozon platform sellers: compliance storms, increased competition, logistics bottlenecks, policy risks, and exchange rate fluctuations. Despite the challenges, the Ozon market still holds potential. It is recommended that sellers operate in compliance, focus on brand building and refined operations, and manage risks effectively to gain a foothold in the competition.

01/23/2026 Logistics Industry Insights
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Global Supply Chains Strained by Trade Wars Oil Volatility

Global Supply Chains Strained by Trade Wars Oil Volatility

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.

01/26/2026 Logistics Industry Insights
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