Freight Market Slows on Recession Worries Recovery Possible

Freight Market Slows on Recession Worries Recovery Possible

Bloomberg analyst Lee Klaskow noted in a webinar that the risk of a US recession is high, and the freight market has already entered a recession. Despite the challenges, a turnaround is expected in the second half of the year as capacity exits the market, seasonal demand rebounds, and inventory levels improve. Large, well-capitalized companies with diversified operations are likely to consolidate their positions during this market correction.

01/21/2026 Logistics Industry Insights
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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
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Industrial Real Estate Surges As Supply Chains Shift JLL

Industrial Real Estate Surges As Supply Chains Shift JLL

JLL's report indicates that the US industrial real estate market continued its strong growth in Q2, with vacancy rates hitting record lows and rents soaring. This is primarily driven by e-commerce growth and supply chain restructuring. Companies should plan ahead, choose locations flexibly, optimize their supply chains, and invest in technology to address market challenges. The market remains competitive, demanding strategic adaptation for businesses seeking industrial space.

01/28/2026 Logistics Industry Insights
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US Commercial Trailer Orders Drop Sharply Amid Demand Uncertainty

US Commercial Trailer Orders Drop Sharply Amid Demand Uncertainty

US commercial trailer orders declined for the third consecutive month, but backlogs remain high. Analysts suggest the decline may be due to seasonal adjustments and front-loaded demand, influenced by economic uncertainty and a weak freight market. Long-term, economic growth, infrastructure investment, and technological innovation will support market development. Companies should strengthen market monitoring, optimize product structures, improve service quality, and actively expand markets to seize long-term growth opportunities.

02/03/2026 Logistics
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Hapaglloyd Bookings Rise As Trade Tensions Ease

Hapaglloyd Bookings Rise As Trade Tensions Ease

Hapag-Lloyd has seen a 50% surge in container bookings on China-to-US routes due to easing China-US trade relations. The company is actively adjusting capacity to meet the increased demand, with the Gemini network performing strongly. Despite facing operational challenges and uncertainties, Hapag-Lloyd reported robust first-quarter results. Data analysis indicates that policy changes, flexible capacity, collaboration, risk management, and continuous innovation are crucial for the success of shipping companies. The company's agility in responding to market shifts is a key factor in its positive performance.

11/03/2025 Logistics
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Tariff Cuts Spur Shipping Demand Raise Freight Costs for Crossborder Sellers

Tariff Cuts Spur Shipping Demand Raise Freight Costs for Crossborder Sellers

Adjustments in US-China tariff policies have triggered a surge in shipments to the US, while shipping companies' price hikes are exacerbating cost pressures for cross-border e-commerce sellers. Faced with future uncertainties, sellers need to focus on long-term operations. Strategies include adopting a 'semi-managed + overseas warehouse' model, establishing overseas warehouses, or expanding to multiple platforms. This reduces dependence on a single market and enhances risk resilience. These proactive measures are crucial for navigating the evolving landscape and ensuring sustainable growth in the cross-border e-commerce sector.

01/04/2026 Logistics
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Freight Market Splits As Parcel LTL and Truckload Prices Diverge

Freight Market Splits As Parcel LTL and Truckload Prices Diverge

The TD Cowen/AFS Freight Index reveals a diverging US freight market. Parcel demand is weak with unprecedented discounts and declining fuel surcharges. LTL shipments show declining weight per shipment, but carrier pricing remains firm. Truckload faces headwinds from soft demand and excess capacity, hindering near-term improvement. While future Fed rate cuts are beneficial for long-term truckload and LTL prospects, their immediate impact is limited. The report highlights the contrasting dynamics within different segments of the US freight sector, reflecting broader economic conditions and supply chain adjustments.

01/15/2026 Logistics Industry Insights
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Tiktok Shop Challenges US Small Businesses Amid Growth

Tiktok Shop Challenges US Small Businesses Amid Growth

TikTok US may raise its entry barrier in 2026, potentially reducing operational support for stores with annual revenue below $10 million or monthly sales under $65,000. Small and medium-sized sellers need to enhance their operational capabilities, focusing on refined product selection, marketing, and financial management. Tools like E-Cang ERP can help achieve data-driven decision-making, efficient influencer collaboration, and accurate profit calculation, enabling them to succeed in the competitive TikTok US market. This requires a strategic approach to navigate the evolving landscape and optimize performance.

01/15/2026 Logistics Industry Insights
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US Firms in China Balance Trade Strains Amid Growth Push

US Firms in China Balance Trade Strains Amid Growth Push

A US-China Business Council (USCBC) report indicates that while facing trade tensions and pandemic challenges, American companies in China remain confident in the Chinese market. 88% are positive about the Phase One trade deal, but the impact of tariffs is significant. Most companies have no plans to relocate, but supply chain restructuring is becoming a trend. The report calls for the US and China to build a stable economic and trade relationship to create a favorable environment for businesses. This includes addressing ongoing concerns and fostering greater predictability.

01/28/2026 Logistics Industry Insights
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West Coast Ports Protest 30 Million Chassis Fee Dispute

West Coast Ports Protest 30 Million Chassis Fee Dispute

A dispute has erupted at US West Coast ports over planned surcharges on chassis rentals, prompting leasing companies to petition the Federal Maritime Commission (FMC). They allege the port fees are unreasonable and favor shipping lines. This incident could impact port fee structures and potentially reshape the US logistics landscape. The FMC's ruling is crucial, determining the future direction of the chassis leasing market. The leasing companies are arguing that the fees are anti-competitive and will negatively impact their ability to operate fairly within the port system.

01/28/2026 Logistics
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