5:14 -Black Swan to be a Buzzword in 2024 8:37 -Black Swans as an Excuse 15:32 -Halftime 28:00 -Truck Brokerage in a Tailspin (Market Correction) 32:39 -Are Supply Chains & Economies Ready for Another Pandemic?
3:09 -Parcel Waiving Holiday Surcharges 8:55 -Inflation Stalling? Fed Rates & Trade Numbers 12:40 -Halftime 23:36 -Peak Season’s Over. What does this mean for Q1? 27:45 -USD & EURO Parity in 2024? Would be good for US Exports
2:36 -US Navy Pulling Back on Trade Protection 9:09 -Warehouse Construction at a 10 Year Low 16:38 -Halftime 30:28 -WTO Decreases Growth Target for Global Trade 34:10 -Uber Connect Now Has a Returns Program
1:45 -Government Shutdowns Are Bad for Importers and Exporters 7:12 -US Trade Agreements Are Focusing on Metals 13:30 -Halftime 23:15 -Is the World Ready for Nuclear Cargo Ships? 26:20 -2024 Will Be the Year of the Parcel Wars
3:10 -The Marianas: The Back Door to America 9:08 -Mixed Signals for Air Cargo 16:55 -Halftime in Paradise 26:30 -EU Talks Boldly about Trade Rules: We’ll See 31:10 -Transport Industry Layoffs and Right Sizing
2:11 -More Coal than Ever Before 7:31 -Holiday Spending Amid Inflation 17:31 -Year of the Union - UAW Update 22:10 -American Credit Card Debt is over a Trillion
1:30 -Amazon Letting Go of the Reins 9:27 -China Going Bear Mode 24:00 -EV Battery Supply Chain Explained 29:21 -China Pushing BRICS to Break From Dollar
2:22 -Asia to US Ocean Spot Rates are Back Higher than Contract Rates 8:04 -President Biden’s Executive Order on Strategic Industries 22:03 -Panama Canal Has an Underreported Traffic Jam 27:16 -Unless USTR Acts, 301 Exclusions Are Set to Expire Soon
2:10 -Pushing EVs hard through Policy 7:20 -Dispersion of the Economy 26:26 -Inflation Reports Coming: China, UK, and US 30:36 -Warehouse Automation is Growing
2:23 -EV Batteries & Chargers as Limiting Factor? 9:59 -Cardboard Sales Are Down - Why This Matters 23:59 -What Is Going on with Zim? 28:20 -World Trade Org Statistics!! What They Say
3:51 -TPP Agreement Still Matters 8:42 -Is Yellow a Dead Man Walking? 26:38 -Bernstein’s Economic Confidence 30:46 -Autonomous Trucking - Dead or Alive?
3:56 -UPS Labor Negotiation Continue 14:10 -Chinese Economic Data is Bleak 25:57 -What Happened to Peak Season? 30:16 -Canadian Port Strike is Over - Aftermath Ongoing
3:24 -Have to Talk More about Yellow 9:32 -Amazon Prime Days 21:28 -Global Trade Costs are Set to Increase by 4% 25:22 -China Restricts World Access to Gallium & Germanium
2:07 -MSC & Maersk Breakup 7:51 -Water Levels Low in Panama Canal 25:24 -Hyperglobalization vs Reasoned Protectionism 31:39 -DoE Loans $9.2B to Ford for EV Battery Plants
0:57 West Coast Woes and Denials 8:53 Project Forwarding Opportunities in M&A 28:53 -Falling truck demand as UPS workers consider strike 36:11 -Hamburg Sud pays $10M in FMC Violation