23 June 2025 | 5:00AM EDT Americas Transportation: US Tariff Impact Tracker - High Frequency Trends Potentially Reveal Ebbing in China Surge US Tariff Impact Tracker – The directional uptick in inbound traffic from China to the US ebbed last week and in fact showed slight sequential downticks of -7% for vessels and -4% for TEU's, perhaps indicative that the China surge may be somewhat abbreviated or have less depth than some may have previously thought. That said, based on other data it is possible another ...

Alex Irving, CFA +44 207 676 7044 alex.irving@bernsteinsg.com For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 19-Jun-2025 19 June 2025 Global Logistics Supply Chain Pulse Check: The pull forward David Vernon +1 917 344 8333 david.vernon@bernsteinsg.com Antoine Madre +33 1 58 98 74 52 antoine.madre@bernsteinsg.com Justine Weiss +1 917 344 8433 justine.weiss@bernsteinsg.com The trade policy landscape is marked by significant instability: agreements close to being signed but all of a s ...

9 June 2025 | 4:57AM EDT n China freight flows (week ending Thursday, June 5) finally showed a sequential uptick in laden vessels from China to the US (+9%), with still steep but a bit less of a YOY decline (-25% vs -31%). The YOY declines, however, still show that if the consumer remains resilient – we would likely need more goods at some point in 2H25. o Port Optimizer sequentials tend to support the notion that China should continue to show sequential upticks in aggregate over the next two weeks as the e ...