Tariff exposure round-up – Fedex, UPS, CH Robinson & Expeditors
…and the Class I railroads?
Keeping in mind that we live in a world where deflation is a relatively distant memory while inflation still prevails*, to read yesterday’s dividend hike announcement by FedEx (FDX) was quite shockingly awesome.
(*In this context, click here for Premium’s pertinent take on stagflation from January 2021.)
Far from saying Belt-Tightening FedEx… ohhh right, ’One FedEx’… offers guidance in reading the Fed cycle in cutting fed funds (here’s the pattern since 1980), what you read below is a testament to the greatness ...
Airfreight expected to take a hit from de minimis exemption suspension
Disappointing results for DSV – and Schenker integration will impact revenue
Maersk paying $100,000 a day to charter scarce post-panamax box ships
US delays tariffs on Mexico for one month as it starts negotiations
De minimis cut won't hurt demand for Chinese ecommerce, but for air cargo?
Tariff truce for Canada and Mexico – China retaliates, but lightly
More blanked sailings: 'Carriers will not sit on their hands while rates collapse'
Trend for vertical integration may not be right for multimodal transport
Gemini and logistics growth now the focus as APMM posts healthy profits
DSV hits back in 'bait and switch' case, claiming deal was not legally binding
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