A double whammy of tariffs and strikes is coming for U.S. trade and the global supply chain in early 2025 [MSNBC.com]
S&P Global Inc. (SPGI)
Last s&p global inc. earnings: 4/28 07:10 am
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Source: MSNBC.com
The Garden City Port Terminal in Savannah, Georgia.Sean Rayford | Getty ImagesUncertainty among U.S. shippers is escalating into 2025 with the expectation of newTrump tariffspossibility of a new ports strikeconsumer backdrop that remains strongIn an advisory to clients, Honour Lane Shipping said it did not expect a volume spike in November because it took two to three weeks for production cycles to adjust, but frontloading may start in the first half of December, it wrote. It added the implementation of new tariffs could be delayed though, and push back the frontloading to a later date during the first half of 2025.The earliest new tariffs could be in effect is in late February or early March, according to an alert from C.H. Robinson to clients. "With continued port labor uncertainty and the potential for increased tariffs in Q1, shippers should anticipate a strategic pull-forward of inventory out of Asia, which would impact both international and certain domestic freight markets (e.g
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SPGI
Earnings
- 10/25/24 - Beat
SPGI
Sec Filings
- 11/20/24 - Form 4
- 11/15/24 - Form 4
- 11/7/24 - Form 4
- SPGI's page on the SEC website