ETF投資,美股投資,臺股ETF投資,西洋情歌,西洋音樂,閱讀與興趣 [ラブソング, песня любви][ETF inversión, ETF投資します, ETF инвестиции], all investment and interesting stuff I touched, experienced;
Truckload tender volumes (OTVI) remain the weakest of the three major demand-side indicators in SONAR. In contrast, loaded inter-modal containers moving by rail (ORAILL) are averaging more than a 7% year-over-year increase, and container import bookings (IOTI) are showing similar gains after clearing the Lunar New Year period.
The takeaway: The freight market remains in a holding pattern, while financial markets struggle to interpret what seems to be an ongoing trade policy standoff. 重點：貨運市場仍處於等待狀態，而金融市場則難以解讀似乎持續的貿易政策僵局。
At the time of writing – a caveat now necessary in any discussion involving tariffs due to the pace of change – tariffs on Chinese goods have climbed to 125%, placing immense pressure on businesses that source products from China. 在撰寫本文時——由於變化速度太快，任何涉及關稅的討論都需要提出警告——中國商品的關稅已攀升至 125%，這給從中國採購產品的企業帶來了巨大壓力。
China remains the dominant origin for containerized goods entering the U.S. by sea. Many companies began diversifying their supply chains away from China following the COVID pandemic, which exposed the risks of over-dependence on Chinese manufacturing. Some of this shift began during the Trump administration as trade tensions intensified.
This most recent wave of tariffs and negotiations has left many supply chain managers in limbo. Many had expected more time and clearer guidance to move production to countries like Mexico and Vietnam. Instead, a series of blanket tariffs – including early measures targeting North American trade partners – has left them uncertain about their next steps.
Meanwhile, truckload demand has dropped nearly 10% over the past year, as shippers increasingly turn to inter-modal solutions for domestic transportation. 同時，由於托運人越來越多地轉向多式聯運解決方案進行國內運輸，卡車運輸需求在過去一年中下降了近 10%。
美國的海運和陸運數據正在下降，這一趨勢對經濟造成了負面影響，主要是由於關稅政策引發的進口成本上升和市場不確定性。在當前的貿易戰背景下，中美貿易量減少的情況下，美元走弱和美國公債利率升高的現象可以從以下幾個方面來解釋：U.S. sea and land transport data are declining, a trend that has had a negative impact on the economy, mainly due to rising import costs and market uncertainty caused by tariff policies. In the context of the current trade war, the weakening of the US dollar and the rise in US Treasury bond yields can be explained in the following ways:
總體來看，美國的海運和陸運數據下降反映了經濟活動的減少，這對供應鏈、消費者行為和整體經濟增長都可能產生深遠的影響，台灣則注意長榮、陽明海運。Overall, the decline in U.S. sea and land transportation data reflects a reduction in economic activity, which could have far-reaching implications for supply chains, consumer behavior, and overall economic growth.
