
Here are the top stories shaping the world of commerce today. For deeper analysis, data, and strategic insights, upgrade to our Premium Digest.
Executive Summary
Today's digest highlights significant developments across the supply chain, retail, and international trade sectors. The ongoing debate surrounding tariffs continues to dominate the trade landscape, with new data from the New York Fed indicating that US businesses and consumers are bearing the vast majority of the cost. In the supply chain sector, technological adoption and labor market shifts are key themes, with a notable revision in trucking employment data and a push for greater visibility in yard management. The retail industry is grappling with major shifts, including the continued fallout from bankruptcies like Eddie Bauer and the disruptive influence of artificial intelligence in hiring and customer-facing applications.
Today's Top Headlines
Supply Chain & Logistics
• House votes to overturn Trump's tariffs on imports from Canada
• FedEx targets 14% profit growth in 3-year strategy
• Yard management technology moves out of the shadows
• Cargo crimes spike across freight lanes
• FMCSA finalizes new era for non-domiciled CDLs
• Annual employment report revision shows huge decline in truck transportation jobs
Retail
• Has Halloween Become A Year-Round Retail Opportunity?
• Can Mattel Regain its Footing Versus Hasbro, and How?
• How Will AI-Embellished Resumes Affect Retail Hiring Practices?
• Will Robots Rejuvenate or Smear Beauty Retailing?
• What Lessons Can Be Learned From Eddie Bauer’s Retail Exit?
International Trade
• Trump plans to roll back tariffs on metal and aluminium goods
• US and Taiwan sign trade agreement to seal chip investment
• US businesses and consumers pay 90% of tariff costs, NY Fed says
• Trade bellwether Singapore says global ‘fragility’ will hit economy
• Scotch whisky exports to the US drop 15% after Trump’s tariffs
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