¿Puede el consumidor estadounidense sobrevivir a una guerra comercial?

Al leer los últimos titulares, uno podría esperar que la economía estadounidense se acerque a una recesión o incluso depresión. La incertidumbre caótica del enfoque comercial del presidente Donald Trump, lo que sus partidarios podrían llamar «el arte del acuerdo», le ha dado a las empresas un...

https://fullavantenews.com/puede-el-consumidor-estadounidense-sobrevivir-a-una-guerra-comercial/?lang=es

Automakers taken for a spin following tariff announcements

The U.S. automotive industry is bracing for a massive shake-up after President Donald Trump announced a round of tariffs on imports from Canada, Mexico and China.

Initially set to take effect on Tuesday, the new measures impose a 25% duty on goods from Canada and Mexico, in addition to raising tariffs on Chinese imports by 10%. The tariffs were justified by Trump as a response to concerns over these countries’ roles in fentanyl trafficking, illegal immigration and trade imbalances.

Following a...

https://www.freightwaves.com/news/automakers-taken-for-a-spin-following-tariff-announcements

Energy markets panic over tariffs, but then relax

Energy markets on Monday at least partly shrugged off the potential impact on prices of new U.S. tariffs. 

Most of the tariffs are set to take effect on Tuesday, though Trump extended the deadline for Mexico by one month after its president pledged to deploy 10,000 National Guard troops to the U.S.-Mexico border. 

Refiners balk at higher costs

In the immediate aftermath of the announcement, West Texas Intermediate (WTI) — a domestic benchmark — crude futures surged by $2.65 per barrel, outpacing...

https://www.freightwaves.com/news/energy-markets-panic-over-tariffs-but-then-relax

Truckers don’t need to worry about the economy

In perhaps the least surprising conference over the past several months, Federal Reserve Chair Jerome Powell announced that the Fed was leaving its target interest rates untouched for now.

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At last Wednesday’s press conference, Powell reiterated the Fed’s commitment to make data-driven decisions in accordance with its “dual mandate,” which is to stabilize prices and secure maximum employment. 

One of...

https://www.freightwaves.com/news/truckers-dont-need-to-worry-about-the-economy

Los temores de inflación y los precios de la vivienda asustan a los consumidores

A diferencia de El optimismo cauteloso de los fabricantesla ansiedad económica está en aumento entre los consumidores por primera vez en seis meses. El índice de sentimientos de consumo de la Universidad de Michigan cayó a 71.1 en enero, por debajo de las expectativas de ambos analistas de 73.2 y...

https://fullavantenews.com/los-temores-de-inflacion-y-los-precios-de-la-vivienda-asustan-a-los-consumidores/?lang=es

Inflation fears, housing prices startle consumers

Unlike manufacturers’ cautious optimism, economic anxiety is on the rise among consumers for the first time in six months. 

The University of Michigan’s consumer sentiment index fell to 71.1 in January, below both analysts’ expectations of 73.2 and the previous month’s reading of 74.

There’s no cost like home

January’s decline is largely attributable to concerns about the return of inflation — specifically, beliefs about the potential threat of tariff-induced price increases.

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https://www.freightwaves.com/news/inflation-fears-housing-prices-startle-consumers

Crosswinds lash US industrial economy

Industrial production in the United States ended 2024 on a hopeful note, surpassing economists’ expectations and suggesting that the manufacturing sector is stabilizing after two years of decline.

In December, industrial output rose by 0.9% — the largest monthly increase since last February — bolstered by an uptick in factory activity and the resolution of a prolonged strike at Boeing. This uptick not only exceeded forecasts but marked a significant rebound in manufacturing, which had previously...

https://www.freightwaves.com/news/crosswinds-lash-u-s-industrial-economy

Nikola matures as an electric truck manufacturer

COOLIDGE, Ariz. — Electric truck and hydrogen maker Nikola Corp.’s financial struggles — a  near-record-low stock price, weak cash position and inability to access reasonably priced capital — feed legitimate concerns about its survival. But visit the plant about an hour east of Phoenix and you come away with a different take.

First, the L-shaped production line is full across all 15 assembly stations. Nikola is capable of building five or six Class 8 battery-electric vehicles (BEVs) a day....

https://www.freightwaves.com/news/nikola-matures-as-an-electric-truck-manufacturer

Manufacturers move away from China in light of supply issues, cost increases

The coronavirus pandemic reshaped the attitude of the average consumer. Government-mandated lockdowns and fear of infection forced shoppers to embrace online shopping at previously unforeseen levels. This rocked the supply chain at a time when manufacturing was slowed and part shortages raged, creating a perfect storm for retailers and logistics companies alike. 

“COVID brought e-commerce 10 years forward too quickly, and the supply chain industry wasn’t ready for it,” Dunavant Enterprises...

https://www.freightwaves.com/news/manufacturers-move-away-from-china-in-light-of-supply-issues-cost-increases