#tariffs

The White Flag in Trade Wars

It turns out trade wars are not so easy to win. The Trump administration has had no real success with China, Canada and Mexico, and is in no

Forecasting is a Walk on the Wild Side

We have previously highlighted the difficulty of running economic forecasting models that cannot absorb the wild deviations caused by geo-po

Strong Economy Despite a Yo-Yo Stock Market, But Imports Could Decline

We have entered 2019 with some good economic indicators: jobs, wages, gross domestic product and retail sales all saw strong growth during 2

Yo-Yo Economy

Trying to forecast in an environment that resembles a yo-yo in terms of economic data and policy is becoming an extreme challenge. What...

The Elusive State of Stability

The container shipping industry lives somewhere in the tri-state area of Chaos, Flux, and Transition. While everyone would rather live...

Rocky Road Ahead as Optimism Evaporates

What a change eight months can make. At the beginning of the year, carriers and big consulting houses projected a bumper year all round...

The Full Impact of Tariffs on Trade Volumes is Yet to Come

The back-and-forth incremental increases in US import tariffs and retaliations against US exports continued through July and into August....

Trade Policy Changes Not Reducing Trade Yet

The risk of new US trade policy having rapid impacts on US container trade volumes this year seems to have dissipated some in April. The...

The Trade War is Real and it Hurts

There is nothing good about a trade war. It is a vicious circle of retaliation where there are no winners, only losers. President Trump...

Victims of the Trade War

The first victims of the Administration’s trade war will be ocean carriers, ports, terminals, truckers, and railroads. There are seldom...

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Hackett Associates