XPO – makeover appeal...
…or just Nasdaq attraction?
Premium editor Alessandro Pasetti is someone who talks a lot. He’s Italian; it’s a cultural thing, so I’m told. And he just loves numbers and all-things balance sheet but even he came off XPO’s 3Q earnings call looking slightly ashen faced: “Those guys… jeez, it was too much. They are good but keep talking… and talking…”
This is our DeskOne snapshot coverage during the call (click to expand the table below):
It was a relentlessly upbeat affair – each answer during the ...
Trump tariffs see hundreds of cancelled container bookings a day from Asia
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
Tariffs and de minimis set air freight rates on a volatile course
Overcapacity looms for ocean trades – with more blanked sailings inevitable
'To ship or not to ship', the question for US importers amid tariff uncertainty
List of blanked transpac sailings grows as trade war heats up and demand cools
'Chaos after chaos' coming from de minimis changes and more tariffs
East-west rates diverge as transpac spots hold while Asia-Europe keeps falling
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