Pause and effect: Container rates await new demand

While the United States and China exhale after the trading titans agreed to a 90-day pause in tariffs, it’s not yet clear to what degree demand may rematerialize on the eastbound trans-Pacific, and how that could weigh on ocean container rates.  

The pause, which takes effect Wednesday, will see the U.S. knock down its reciprocal tariffs from 125% to 10% and, when combined with 20% tariff hikes aimed at blunting fentanyl from China, establish a new 30% baseline tariff on all Chinese imports....

https://www.freightwaves.com/news/pause-and-effect-container-rates-await-new-demand

Tariffs won’t drag consumer spending in 2025, say retailers

The National Retail Federation forecast that retail sales during 2025 will grow between 2.7% and 3.7% over 2024 to between $5.42 trillion and $5.48 trillion.

The 2025 sales forecast compares with 3.6% annual sales growth of $5.29 trillion in 2024. This year’s forecast is also in line with the 10-year pre-pandemic average annual sales growth of 3.6%.

The announcement Wednesday was made during NRF’s fifth annual State of Retail & the Consumer virtual event on the health of American consumers and...

https://www.freightwaves.com/news/tariffs-wont-drag-consumer-spending-in-2025-say-retailers

Container imports headed for summer doldrums, says NRF

Imports at major U.S. container ports are expected to remain high through spring but could see year-over-year declines this summer, according to the latest Global Port Tracker report from the National Retail Federation and Hackett Associates.

The ongoing tariff situation continues to impact import volumes and strategies. 

“Retailers are continuing to bring as much merchandise into the country ahead of rising tariffs as possible,” said Jonathan Gold, NRF vice president for supply chain and customs...

https://www.freightwaves.com/news/container-imports-headed-for-summer-doldrums-says-nrf

Retail trade groups: 25% tariffs a ‘crushing’ burden for American families

Saying 25% tariffs on goods from Mexico and Canada would hurt American families, retailers and apparel importers on Tuesday called on the Trump administration to open talks on border issues to avoid a devastating trade war with two of the United States’ largest business partners.

The U.S. also announced another 10% tariff on imports from China, for a total 20% levy on exports from that country.

The latest move by Washington prompted a round of retaliatory tariffs by China of 15% on a variety of...

https://www.freightwaves.com/news/retail-trade-groups-25-tariffs-a-crushing-burden-for-american-families

Los aranceles de Trump ven a los minoristas que impulsan las importaciones de contenedores estadounidenses

los-aranceles-de-trump-ven-a-los-minoristas-que-impulsan-las-importaciones-de-contenedores-estadounidenses

Se pronostica que las importaciones permanecerán elevadas en los principales puertos de contenedores de EE. UU. A medida que los cargadores intentan mantenerse un paso por delante de los gravámenes sobre China y otros países productores, según el informe de Global Port Tracker publicado el lunes por la Federación Nacional de Minoristas y Asociados de […]

Esta entrada Los aranceles de Trump ven a los minoristas que impulsan las importaciones de contenedores estadounidenses Aparece primero en FullA...

https://fullavantenews.com/los-aranceles-de-trump-ven-a-los-minoristas-que-impulsan-las-importaciones-de-contenedores-estadounidenses/?lang=es

Trump tariffs see retailers boosting US container imports

Imports are forecast to remain elevated at major U.S. container ports as shippers try to stay a step ahead of levies on China and other producer countries, according to the Global Port Tracker report released Monday by the National Retail Federation and Hackett Associates.

There’s no end in sight for monthslong frontloading, which has carried through from late last year into 2025.

United States ports covered by Global Port Tracker handled 2.14 million twenty-foot equivalent units in  December,...

https://www.freightwaves.com/news/trump-tariffs-see-retailers-boosting-us-container-imports

Connectivity, generative AI’s impact key supply chain software themes at NRF ’25

NEW YORK – The first conference each year for supply chain software suppliers to show off their capabilities is the giant National Retail Federation meeting here, and 2025 was no different. Among the presentations: One key supplier touted the fruits of a two-year project, and another discussed how its generative AI tool has been faring in its first months.

Blue Yonder rolled out its latest update to a supply chain management platform that is used significantly in the retail sector. The company...

https://www.freightwaves.com/news/connectivity-generative-ais-impact-key-supply-chain-software-themes-at-nrf-25