Goldman Sachs Warns Tariffs on Canada Mexico May Fuel US Inflation

Goldman Sachs Warns Tariffs on Canada Mexico May Fuel US Inflation

Goldman Sachs forecasts that US core CPI could rise by 0.6% if the US imposes tariffs on imports from Canada and Mexico. The report suggests the duration of these tariff policies is uncertain but unlikely to become a long-term feature. Existing inflationary pressures in the US persist, and the new tariff policies may exacerbate inflation. The impact depends on the scope and longevity of the tariffs, but Goldman Sachs believes the effect will be noticeable in the short term.

11/03/2025 Logistics
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North American Firms Shift Supply Chains from China to US Mexico

North American Firms Shift Supply Chains from China to US Mexico

North American companies are accelerating their efforts to reduce reliance on China, a trend often referred to as 'De-Sinicization'. Mexico and the United States are potentially the biggest beneficiaries of this shift. Geopolitical factors are a significant driver behind this supply chain reshaping, pushing businesses to diversify their sourcing and manufacturing locations. This move aims to mitigate risks associated with over-dependence on a single country and build more resilient and geographically diverse supply chains.

01/07/2026 Logistics Industry Insights
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Estes Pitt Ohio Expand Crossborder Services As Tariffs Loom

Estes Pitt Ohio Expand Crossborder Services As Tariffs Loom

Estes and Pitt Ohio are upgrading their cross-border transportation services between the US, Canada, and Mexico. This move aims to address tariff uncertainties and improve efficiency in response to the evolving trade landscape. By enhancing their capabilities, both companies are demonstrating a long-term commitment to facilitating and capitalizing on the growth of North American trade, particularly in the face of changing trade policies and potential disruptions. The upgrades are designed to streamline operations and provide more reliable service for shippers navigating the complexities of cross-border commerce.

11/03/2025 Logistics
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XPO Expands Usmexico Crossborder Services Amid Nearshoring Surge

XPO Expands Usmexico Crossborder Services Amid Nearshoring Surge

XPO has upgraded its US-Mexico cross-border service with the launch of XPO+, designed to meet nearshoring demands and solidify its leading position in the US-Mexico cross-border transportation sector. This upgrade involves expanding port access, increasing capacity, and optimizing technology. The move comes as Mexico becomes the largest importer to the United States and an increasingly important global manufacturing hub. This highlights XPO's keen understanding of market trends and its strategic positioning to capitalize on the growing demand for efficient and reliable cross-border solutions.

01/20/2026 Logistics
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JB Hunt BNSF GMXT Launch Usmexico Intermodal Service

JB Hunt BNSF GMXT Launch Usmexico Intermodal Service

J.B. Hunt, BNSF, and Grupo México Transportes have launched a US-Mexico intermodal service, connecting three major Mexican markets to the US rail network via the Eagle Pass border crossing. This initiative aims to improve the speed and efficiency of cross-border logistics. The move intensifies competition in the US-Mexico intermodal market, offering shippers more options and facilitating business expansion in the North American market. This collaboration promises streamlined transportation solutions and enhanced connectivity for goods moving between the two countries.

01/07/2026 Logistics
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US Trade Rep Tai Outlines New China Trade Strategy

US Trade Rep Tai Outlines New China Trade Strategy

US Trade Representative Katherine Tai outlined a new trade strategy towards China, emphasizing a worker-centric approach. This involves evaluating the Phase One agreement, initiating a tariff exclusion process, and addressing deeper structural issues to rebuild American competitiveness. Industry observers suggest the policy's impact requires further observation, and businesses should remain flexible in their response. The strategy aims to reshape the US's competitive edge in the global market while addressing concerns about fair trade practices with China.

01/19/2026 Logistics Industry Insights
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Transloading Eases Crossborder Bottlenecks for Nearshoring

Transloading Eases Crossborder Bottlenecks for Nearshoring

The rise of nearshoring is creating bottlenecks in US-Mexico cross-border transportation. Traditional methods are struggling to keep up, leading to the emergence of transloading and shared distribution models. Transloading at the border and leveraging US domestic capacity helps businesses mitigate regulatory risks and enhance control. Shared distribution networks reduce costs and improve efficiency. Companies should promptly adopt these strategies to build more resilient cross-border supply chains. This adaptation is crucial to maintaining competitiveness in the evolving landscape of nearshoring and international trade.

01/06/2026 Logistics Industry Insights
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US Steel Appliance Tariffs Rattle Global Trade

US Steel Appliance Tariffs Rattle Global Trade

The US has announced a 50% tariff on specific steel-made home appliances, effective June 23rd, impacting dishwashers, washing machines, and refrigerators. US-EU trade negotiations are stalled, with the EU preparing retaliatory measures. This action will increase the burden on American consumers and impact the global home appliance market. Companies need to adjust their strategies to cope with the situation. The tariffs are likely to escalate trade tensions and disrupt supply chains, forcing manufacturers to seek alternative sourcing and pricing strategies.

12/30/2025 Customs Knowledge
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US Import Growth Slows Amid Trade Shifts

US Import Growth Slows Amid Trade Shifts

Descartes' latest report reveals that US import growth stalled in October, experiencing a year-over-year decline, indicating increased market risk. China's import share rose, but its total volume decreased, mirroring a general downturn among major trading partners. Performance varied between East and West Coast ports. Businesses should diversify their supply chains, optimize inventory, enhance risk management, and actively explore new markets to navigate the changing market landscape. The stagnation suggests potential challenges ahead for the US economy and highlights the need for proactive strategies.

01/07/2026 Logistics
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US Container Imports Decline Signaling Trade Slowdown

US Container Imports Decline Signaling Trade Slowdown

S&P Global data reveals a year-on-year decline in US containerized freight imports for October, with further decreases expected in the coming months. Key factors include trade policy uncertainties, inventory glut, and a global economic slowdown. Despite the overall downturn, imports of auto parts and appliances saw growth. Experts express cautious optimism regarding future trade policies but anticipate challenges in early 2026. Businesses need to remain adaptable to navigate the evolving trade landscape.

01/22/2026 Logistics Industry Insights
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