Prologis playbook – how to model immigration and tariffs (Part Two)
Moving parts
XPO’s numbers in Q1 can be explained simply: the 3PL is buying back stock as fast as it can to prop up earnings per share, but despite that, it missed my estimates yesterday.
That said, Bradley Jacobs is a genius.
Make it illegal
“You almost hope buybacks were illegal,” said one US-based trader who closed his short position earlier last month. He pointed me to a Zero Hedge story doing the rounds since mid-April, which reminds us that “buybacks were illegal throughout most of ...
Disappointing results for DSV – and Schenker integration will impact revenue
Airfreight expected to take a hit from de minimis exemption suspension
More blanked sailings: 'Carriers will not sit on their hands while rates collapse'
Maersk paying $100,000 a day to charter scarce post-panamax box ships
De minimis cut won't hurt demand for Chinese ecommerce, but for air cargo?
US delays tariffs on Mexico for one month as it starts negotiations
Comment on this article