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Michael Jackson Worked

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Articles

4 SONAR charts to watch for tariff impacts

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By Michael J Rudolph, Michael Jackson Worked
| FreightWaves Verified
Following the most recent escalation of the U.S.-China trade war – in which levies on Chinese goods rose to 104% – carriers and shippers alike are wondering how domestic freight flows will be affected. Here’s how to know the score in just four easy charts: Since recovering from February’s lull caused by Lunar New Year, ocean bookings have been remarkably strong this year.
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FreightTech investment: With the cheap money gone, what happens now?

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By Michael Rudolph, Michael Jackson Worked
| FreightWaves Verified
This article is the first of three on the landscape of venture capital and FreightTech in 2025 and beyond. Falling from the heights of the 2021-22 boom — when near-zero interest rates made for essentially free money — the past few years have been rough for venture capital. Hugh MacArthur, chairman of Global Private Equity at Bain & Co. and founder of its annual “Global Private Equity Report,” opened last year’s report by declaring that “the year 2023 was one of portent.
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Industrial outlook darkens ahead of tariffs

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By Michael J Rudolph, Michael Jackson Worked
| FreightWaves Verified
In the run-up to Tuesday’s promised barrage of tariffs against Mexico, Canada and China, the U.S. industrial sector is not looking so hot — a dark omen for domestic freight demand. Unstable foundations for housing For one, construction spending took an unexpected hit in January, down 0.2% from December against consensus expectations of stability. Outlays for private residential projects fell 0.4%, despite a 0.6% monthly rise in single-family spending.
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