Global trade policy continues to shift quickly as President Trump moves forward with new tariffs, including targeted actions on copper and pharmaceuticals, while reengaging long-standing disputes with India ahead of an August 1 deadline. These developments add pressure for shippers managing cross-border compliance and sourcing strategies. At the same time, ocean freight trends showed strength in June, with West Coast ports outperforming other gateways as carriers adapt to shifting trade lanes and inland routing priorities.
On the domestic side, rail volumes picked up during the holiday week, though regulatory support for shipper switching was rolled back by a recent court decision. Despite the policy turbulence, global demand continues to recover (Q2 international sales rose 10% year-over-year) offering a constructive outlook as we move deeper into peak season planning.
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