Topics

Trump Xi Deal

2 briefings, newest first.

  1. Container Rates Surge as Carrier Discipline Returns

    Carriers' capacity discipline sends container rates higher, Walmart takes its AI playbook global, and reshoring momentum stalls on policy uncertainty.

  2. Trade War De-Escalation Creates One-Year Planning Window

    The U.S.–China truce opens a one-year planning window, container rates end a 17-week slide, and reshoring commitments pass $1.5 trillion.