One premonitory crash after another
The most emotional came y’day
Remember when in January, I said that a more efficient capital allocation was being pursued in Seattle, rather than supply chain dominance?
Then, in early March I highlighted a dirty little number – more on this matter comes with Bloomberg news below – that stood out as being very relevant, before testing the nitty-gritty details of Amazon + ATSG + Atlas Air.
I have no bragging rights yet, but on all counts there was valuable insight in yesterday’s earnings call, with several questions fielded by ...
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
Trump tariffs see hundreds of cancelled container bookings a day from Asia
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
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