Here are the top stories shaping the world of commerce today. For deeper analysis, data, and strategic insights, upgrade to our Premium Digest.

Today's digest reveals a landscape of cautious navigation across the supply chain, retail, and international trade sectors. The supply chain is grappling with a significant contraction as weak freight demand triggers facility closures and job cuts, with UPS announcing the closure of 22 package facilities. Despite this, there is a prevailing sense of cautious optimism for 2026, with carriers anticipating a return to pricing power. In the retail sector, consumer financial health is a primary concern, with 66% of consumers having delayed significant purchases last year. Major retailers like Target and Walmart are contemplating price hikes of up to 10% to offset inflation and supply chain costs. In international trade, the economic impact of US tariffs remains a contentious issue, with a New York Fed study indicating that US businesses and consumers bear 90% of the cost. The IMF has called on China to halve its industrial subsidies amidst growing concerns over global overcapacity.

•      Weak freight demand triggers facility closures, job cuts across supply chain

•        Norfolk Southern, CMA CGM launch new 'truck-like' intermodal service

•        FedEx doubles down on premium e-commerce, delivery surcharges

•        J.B. Hunt 'a little bit more positive'

•        California, Texas account for 58% of US cargo theft in 2025

•    Consumer Financial Sentiment Mixed - Closing the Credit Gap Study

•    Target, Walmart, Other Retailers Could See Price Hikes

•     Amazon Shelves Blue Jay Warehouse Robot

•     Target Holding Line on Store Pay

•     Buffalo Wild Wings False Advertising Suit Dismissed

•    Who's afraid of the big bad trade deficit?

•    IMF calls on China to halve industrial subsidies

•    Trump adviser says NY Fed economists should be 'disciplined' for study on tariffs

•    Who pays for the US tariffs? The answer may not surprise you

•    US and Japan unveil first mega-projects under $550bn deal

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