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Hong Kong Stock Concept Tracking | US shipping is entering a super peak season, Goldman Sachs predicts that China's exports will explode in the next 90 days (includes concept stocks).
There is a "cabin rush" in the US shipping industry, and freight rates may continue to rise in the short term.
90 days, the "rush transportation" begins!
Goldman Sachs analysts predict that the 90 days of tariff suspension will trigger a wave of imports rushing to USA ports. Goldman Sachs pointed out that no one knows what will happen after 90 days. Should Walmart and others stock up on Christmas commodities as much as possible, or even prepare for 2026?
When the "rush transportation tide" meets the traditional peak season, shipping demand explodes!
American companies are attempting to stockpile products in the USA during the 90-day window period to guard against a surge in tariffs. Meanwhile, the 90-day tariff truce— which just extends into mid-August—will overlap with the traditional shipping peak season, potentially leading to an earlier peak season and driving higher peak season demand.
The significance of the decline in Global shipping data: The Federal Reserve will lower interest rates later, and global growth is expected to worsen in the next year or two.
Morgan Stanley stated that historically, tariff policies usually push up prices after a few months and slow down economic growth after several quarters. The decline in shipping data confirms that this disruption is happening, and its effects have not fully manifested yet, which supports Morgan Stanley's view that the Federal Reserve should remain patient, contrary to the market's expectations for a rate cut in June.
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