美国关税影响追踪：环比负向趋势持续；10 月中旬或更具波动性，存在小幅回升可能-US Tariff Impact Tracker_ Negative Sequential Trends Continue; Mid-October Looking More Volatile with Some Uptick Possible

Equity Research 6 October 2025 | 5:02AM EDT US Tariff Impact Tracker: Negative Sequential Trends Continue; Mid-October Looking More Volatile with Some Uptick Possible US Tariff Impact Tracker – this past week, laden vessels from China to USA were down again sequentially (-18% WoW) and decelerated on a YoY basis (-23% YoY). Data suggests early/mid-October is shaping up to be down again then up sharply sequentially based on Port of LA data (-26% next week and +90% week after), following 2H-August and Septembe ...