高盛：美国关税影响追踪-在等待中国推动之际，高频趋势在过渡期间相对平稳

27 May 2025 | 4:57AM EDT Americas Transportation: US Tariff Impact Tracker – High Frequency Trends Relatively Quiet on Transition As We Await China Bump US Tariff Impact Tracker – Net-net, we saw a relatively quiet week on the data front, as we suspect the transition from a sharp reduction in China trade to a possible burst in activity post the 90-day pause announcement is still to come, based on comments by shippers, US transports, and container companies (i.e., an "air pocket" is possibly to occur first). ...