Prologis playbook – how to model immigration and tariffs (Part Two)
Moving parts
Jesus claimed, “Enter by the narrow gate; for wide is the gate and broad is the way that leads to destruction, and there are many who go in by it. Because narrow is the gate and difficult is the way which leads to life, and there are few who find it.”
To the steady drum beat (sometimes rapid) of all too negative news, one watershed moment came and went this past year, and we missed it entirely.
In this peculiar, not-quite-right, discombobulated ...
Teamsters union vows UPS will be 'in for a hell of a fight' over jobs cull
US tariffs and trade war will result in 'Covid-like' shortages and layoffs
Ecommerce air traffic to US set to grind to a halt as de minimis exemption ends
DSV completes DB Schenker buy as it notes strong Q1 performance by Air & Sea
Where will the freighters go as capacity shifts from tariff-hit China-US lane?
Congestion and rising costs at Europe's box ports to last into summer
Widespread blanked sailings stave off major collapse of transpacific rates
Apple logistics chief Gal Dayan quits to join forwarding group
End of de minimis will bring turbulence for airfreight shippers and forwarders
Good first quarter for Hapag Lloyd and ONE, 'but it's all downhill from here'
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
HMM takes ships from sinking transpacific for another Asia-Middle East service
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