Trade, supply chain will remain damaged

President Donald Trump announced “Made” trade war with China Wednesday, Trading Secretary Howard Lutnick said tariffs in Chinese belongings Locked on current 55% without additional increase. The resolution on the biggest enemy in the Trump’s trade war will remain real, the Damage Damage, US Consumer and Economy, Logistics and Retail Industry Managers.

The latest headlines in the trade war, orders on orders Orders in orders in orders in orders in orders in the USA in the United States in the 2025 and firms in the United States and companies

“I think there is a chance to worsen real numbers soon,” Jamie Dimon, JAMIE Dimon, the largest bank of the people, said in the Morgan Stanley event before the latest comments from the Trump Administration.

Alan Baer, ​​Unsaccetist company, Become USA, 55% of Chinese goods will put hundreds, thousands, companies, and in the event of the risk. “Very few companies have a price power to raise prices to swallow tariffs or replace the blow,” Baer said. “As a result the consumer pays.”

White House officials told CNBC that the 55% tariff for the Trump’s social media is due to the accumulation of Chinese tariffs. This is the minimum rate paid by US shippers.

US importers told CNBC that the ratio is still very high to restore the full orders.

“55% of China tariff will lead to instability for consumer goods that bring goods from China,” he said. “President Trump said he did not want to make a t-shirt recently. Why does he want to spatulate? I don’t think so.”

Most recent National inflation data It was released on Wednesday and showed a smaller increase in prices, although it is expected uncertainly about the residual policy of the variability.

Kaminstein said that most companies are working on a total of 40% -60% -60% of these companies, the cash flow to survive, 40% -60% -60%.

“55% of America’s largest supplier is an American dress and shoes that have already accumulated high MFN and section 301,” he said. “We are closely following information, but the reality is: All clothing and shoes sold in the United States are already preparing for high tariff rates and holiday season, new trade deals that can come soon.”

The Chinese government has not confirmed Trump phrases out of Tuesday Geneva Consensus agreed with the terms of trade Earlier this year earlier this year, the United States told Trump, Trump and the President of the Chinese President on Wednesday on Wednesday Leaving the xi.

Treasury Secretary Scott Bessent on Wednesday The idea was upset The expansion of the trade tariff gives a break with countries with negotiations.

The tariff uncertainty also said that the EU trade deal is the last and partial future due to a single government in a single government, which is more than a single government for the United States.

Consumer demand continues to fear the decline during the tariff break

Trucks focused on trade between the United States and the EU, they said they are concerned.

Atlew Abbott, CEO of the CNBC, the CEO of the Ocean Carrier, the CEO of the Atlantic Container Lines, the CNBC’s exports and imports were good, but concerned about a large amendment due to the fears of the tariff.

“Transatlantic trade has seen an average of 15% and load volume in accordance with last year,” he said. “The increase in the United States is a great fear of our customers in the second half, the decline of sales in the second half, so it is severe to the minds of people.”

As a result, Abbott, many companies, choose the strategy of “waiting and see” because of any agreement.

Trade headlines and concerns come from expected growth in the peak season for containers for the holiday shopping season in July and August. However, logistics experts say there will be no cavid level changes in US ports.

“Companies took a burden to get out of tariff crossings in March, April and May,” said Dean Croke, Dat Freign & Analytics in Dat Freign & Analytics. “Then the warehouse distribution. Now we are in the peak season.”

The first customers that benefit from the tariff pause window are high-valuable loads like Mike, luxury furniture and fashion, like Mike, luxury furniture and fashion, fashion, fashionable loads of fashion, high-value loads, ch robinson.

Vice President for Ch Robinson Vice President Noah Hoffman, while visiting one of the largest retail customers last week, “I was just surprised to see the jack-o’-flashlight dish plates in the distribution center.”

“We are in four months and are preparing to prepare Halloween items to prepare the next day,” Hoffman said. “We do the same in our retail consolidation centers, we have seasonal and holiday cargo from more than one retailer.”

“This is a loaded cargo and fronted combination in G1 to prevent higher tariffs from April since last year,” he said.

‘Damage is done’ in the truck

After receiving a break in the US trade war with China, plans for transportation that will result in “four weeks of busy in this summer.” But “cargo carriers are concerned about the rest of the year,” he said. “In the second quarter, it normally evaluates, this means that this means that this means that it is concerned about the rest of the year.”

In the current Tariff Pause window, before the start of the 90-day window, it is time to bring up to 9 in mid-August. “Inland, we can move part of this cargo in late June and in July. Thus, buyers can be less of the items back to school, but in this point it will do glow-the-the-the-the-the-the-the-skire teeth,” he said.

The truck industry is especially facing various challenges. When contributing about 10% of the imported transport request, household production is traditionally key, but the demand is low. Production, another industrial driver produced, added to the headlines due to cold summer temperatures in California, the consumer demand decreased.

“I think this is done this year,” he said. “Carriers will fight to restore this year. The supply chain will not be restored until these trading deals are over, how do you decide when a return can be returned in one tweet?

The difficulty-low effect of low load volume can be seen in intermodal volume, 7.42%, truck and truck volume throughout the year, 13.37% per year. Both the railway and truck industry and their profits are in moving containers.

The Ocean Teu Index, which represents the volume of ocean container reservations, is followed in 2025 in 2025 in 2025. Historically, the volume of cargo is the forecast of the United States’s early consumer demand.

The forecast of the National Retail Federation for June and Container Analysis is 14% during the year of the October holiday season. On the NRF, Jon Gold, the Vice-President of the Supply Chain and Customs Policy, will be critical for China’s Tariff’s RECYPEUSSURE after signing a contract.

“We are looking forward to getting more information than the control,” he said. “However, the existing IEEPA, Fentanyl, Fentanyl and 301 tariffs agreeing with 55% tariffs, especially very high for small businesses that continue to fight existing tariffs.”

According to the most recent Gep Global Supply Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Chain Cunning Conditions, Disadvantages, Transport Costs, Reserve, Reserve and Rear Boglar, 27,000 enterprise’s monthly request.

Another leading indicator warning of production orders and lean holiday resources is empty ocean cargo containers.

Its logistics’ June Portu / Iron Ramp Ramp Trading Index showed that the loose container’s returns in the ports of Los Angeles and Long Beach, the nation stands in the ports of Long Beach. “The establishment of an empty container continues despite higher flowing spaces; the problems of blockage remains.”

Ch Robinson said he expects more softer terms in the ports of the ports of the LA and Long Beach in June in June, in early June, it will increase during the month during the month, but last year will remain lower than in this process.

According to North American port data, the ports of their logistics are working in the capacity of 60% -75% of the terminals who process the containers in nationality.

The US export market will continue to experience difficult conditions due to limited vessels after a sediment of ocean truckers.

Empty containers surplus in New York port New York Port terminals and limiting some export orders to restrict some export orders to restrict returns and improve the flow. “The ongoing blank sails prevented the capacity of the carriers to effectively express the equipment effectively,” he said. “With a limited ship calls and withdrawal, this imbalance is expected to continue in the coming weeks.”

In the Gulf Coastal ports, the required requirements of the tariff reduced the volume of containers, which includes the queues and empty sails. “As a result, exporters, especially in July or August, should be waiting for the presence of internal railway ramps and the availability of the United States in GUFST coastal pals, especially as Houston,” Robinson said.

The transportation of empty bowls behind vacancies during the covig pandemic is superior to the US exports. Manufacturers in China and Asia needed these containers so that they can fill them with a large number of consumers.

“We see significant reductions from the Terminals, with a significant reduction of ships calling LA / LB due to tariff activities,” he said. “It is very difficult to find places to cancel the events, and in addition to the implementation of the hardworking criminal policy of many ocean carriers,” he said, “he said.

Abbott, the British tariff break resulted in the restoration of more “normal” volume in this market. An EU tariff breaks in July, when the EU has engaged in the UK deals and steel and aluminum tariffs for the EU, producing the growing production and does not agree to the larger trade

However, the continued uncertainty can be seen in the US export to the United States

Disposable container volumes – 20 meters equivalent units – Italy is 15% cheaper over the year. China is 11% over the year, and South Korea is less than 9%. Vietnamese and India, China-Plus-a supply chain strategy are both 21% and 13%, respectively.

Factoring deadlines during travel time and trade break, US importers are more than a week to place the ocean load orders from the fact that the products before the last date of the tariff Pause.

Orders from China should be placed until the end of June to beat the existing tariff break.