John Paul Hampstead
Strategic Analyst at FreightWaves
strategy @FreightWaves / previously @UMich / charts of supply chain and transportation data
Articles
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2 weeks ago |
freightwaves.com | John Paul Hampstead |holds a Ph.D
In a surprising move, retail giant Walmart announced Wednesday that it is withdrawing its earnings and revenue guidance for the current fiscal year, citing uncertainty surrounding the Trump administration’s newly imposed tariffs on Chinese imports. The decision comes as the world’s largest retailer grapples with the potential impact of escalating trade tensions on its bottom line. On Feb.
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2 weeks ago |
freightwaves.com | John Paul Hampstead
In a clear sign that the Trump administration’s tariffs are beginning to impact global trade, ocean container bookings from China to the United States have dropped sharply in recent weeks. Data from SONAR’s Container Atlas reveals that daily bookings on this crucial trade route have plummeted 25% compared to the same period last year, signaling a potential seismic shift in trans-Pacific trade patterns.
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2 weeks ago |
yahoo.com | John Paul Hampstead
In a clear sign that the Trump administration’s tariffs are beginning to impact global trade, ocean container bookings from China to the United States have dropped sharply in recent weeks. Data from SONAR’s Container Atlas reveals that daily bookings on this crucial trade route have plummeted 25% compared to the same period last year, signaling a potential seismic shift in trans-Pacific trade patterns.
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2 weeks ago |
freightwaves.com | John Paul Hampstead
President Donald Trump has implemented a reciprocal tariff scheme that raises tariffs on imports from other countries that place tariffs on U.S. goods. The stated goal is to level the playing field for American manufacturers and bring factories and jobs back to the United States. The plan targeted industries like steel, aluminum, automobiles and consumer electronics – areas where the U.S. has seen significant manufacturing job losses in recent decades.
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3 weeks ago |
freightwaves.com | John Paul Hampstead
The U.S. economy finds itself at a crossroads following President Donald Trump’s dramatic announcement of sweeping new tariffs on imports. While some economists fear the tariffs could stoke inflation, key economic indicators – including bond yields and truckload volumes – are flashing warning signs that a recession from suppressed consumer demand and business activity may be the more pressing concern for policymakers and investors alike.
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The Doolittle Raid, one of the great feats of 20th c aviation, occurred on today’s date in 1942. Highly recommend the book _Target Tokyo_ by James Scott.
America's enemies should never forget. I won't. Had the honor of spending a day with Henry Potter when he spoke to our beloved T-Bird squadron (34 Bomb Sq). Col Potter was the tall and very young lead Navigator on Doolittle's B-25, first off the Hornet. He told a hell of a story https://t.co/l3jkT1NevL
I think this is the wrong inference to make, fwiw. 3PLs see deeper troughs & higher peaks than the overall market because of their role in providing incremental capacity to the market. Overall, daily China to U.S. ocean container bookings are down 20% y/y
In the week since the tariffs hit, ocean freight bookings from China are down 50% across the industry. Flexport bookings from China down more like 35%, but sources at carriers and forwarders indicate 50% is the industry wide stat.
Truckload volumes outbound from LA are very quiet right now https://t.co/M6R4JPPZjI
