8 September 2025 | 5:00AM EDT US Tariff Impact Tracker: Generally Soft Trends Persisted This Past Week, but Data Remains Volatile US Tariff Impact Tracker – Laden vessels from China to USA dropped sequentially by 14% and were down 32% on a YoY basis. Data suggests mid-September is shaping up to be up and down based on Port of LA data, following 2H-August and early-September reads that were generally weak - continuing the uncertain trends post the initial China surge. Full ramifications from the recent tarif ...