Schwab Feds Datadriven Policy to Persist Through 2026

Schwab Feds Datadriven Policy to Persist Through 2026

Charles Schwab believes the Federal Reserve may stick to a 'data-dependent' strategy until 2026, with rate adjustments contingent on inflation and employment data. Market expectations anticipate potential rate cuts this year, but the risk of inflation resurgence shouldn't be overlooked. The Fed's independence is crucial. Regarding AI investment, focus on profitability. Investors should flexibly adjust their strategies. Simultaneously, Charles Schwab announced a CEO transition and a dividend increase.

02/05/2026 International Settlement
Read More
Bank of America Sees Value in Small and Midcap Stocks

Bank of America Sees Value in Small and Midcap Stocks

Bank of America strategists believe small-cap stocks present compelling investment opportunities amid policy shifts and market structure adjustments. Policies aimed at reducing the cost of living benefit small businesses. Increasing investor concerns regarding tech stocks and the market's transition from asset-light to asset-heavy models further support small-cap performance. These factors collectively create a favorable environment for small-cap investments, suggesting potential outperformance in the current market landscape.

02/12/2026 Logistics Industry Insights
Read More
US Rail Freight Sees Mixed Results in March 2022

US Rail Freight Sees Mixed Results in March 2022

For the week of March 26, 2022, U.S. rail freight showed a mixed trend. Carload traffic increased slightly by 0.5%, mainly driven by increased coal and chemical shipments. However, intermodal traffic declined significantly by 6.2%, reflecting persistent supply chain bottlenecks. Overall North American rail traffic also experienced a year-over-year decrease. The data suggests the U.S. economy faces multiple challenges, including supply chain issues, structural adjustments, and inflation.

02/11/2026 Logistics
Read More
Amazon Revamps Seller Rating System Key Changes Explained

Amazon Revamps Seller Rating System Key Changes Explained

Amazon's fall Prime Day is approaching, and Prime Exclusive Discounts now require a fee, demanding seller flexibility. Simultaneously, Amazon is testing removing product ratings from search pages, sparking debate about conversion rates and opportunities for new products. Sellers should focus on product quality, optimize product detail pages, acquire genuine reviews, and operate compliantly to adapt to platform changes. This includes understanding the impact of paid Prime discounts and the potential shift in consumer behavior due to the absence of visible ratings in search results.

01/04/2026 Logistics Industry Insights
Read More
Ebay to Adjust Seller Fees in Europe by 2026

Ebay to Adjust Seller Fees in Europe by 2026

eBay will adjust fees for several European sites starting February 12, 2026. Fixed transaction fees will increase in the UK and Germany. Germany's variable transaction fee rates will also rise. The UK will see rate adjustments for specific categories, and Germany will adjust the fee cap for high-tech products. Poland will experience an increase in fixed transaction fees and the introduction of tiered rates. Sellers should understand these changes and adjust their operational strategies accordingly to mitigate potential impact.

02/03/2026 Logistics Industry Insights
Read More