Trade war changes are happening at a rapid pace.
President Trump’s April 2nd reciprocal tariffs roiled financial markets and led to a sharp pull back in international freight. This pull back was expected to last until the tariff landscape became clearer, with concern that a tariff-driven recession could lead to a significant drop in freight demand.
His last-minute 90-day pause of these tariffs – though a 10% global tariff and 125% on all Chinese imports remain – will change things once again for many shippers and may spur a new rush of frontloading.
Our April 9th market update webinar explored the major trends impacting freight. Please note that parts of the discussion – held before the 90-day pause announcement – consider the then in place reciprocal tariffs’ impact.
Speakers
Judah Levine
Head of Research, Freightos Group
Judah is an experienced market research manager, using data-driven analytics to deliver market-based insights. Judah produces the Freightos Group’s FBX Weekly Freight Update and other research on what’s happening in the industry from shipper behaviors to the latest in logistics technology and digitization.
John D. McCown
Ocean Freight Expert
John D. McCown is a Senior Fellow at the Center for Maritime Security, he’s the founder of Blue Alpha Capital, an experienced freight entrepreneur and the author of “Giants Of The Sea: Ships & Men Who Changed The World” which explores the modern shipping industry and how it developed.
