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
The dominant story across all three sectors is the U.S. Supreme Court's landmark 6–3 ruling striking down Trump's IEEPA tariffs, followed immediately by a new global tariff under the Trade Act of 1974, creating a cycle of policy whiplash with cascading effects on freight, retail, and international trade.
Today's Top Headlines
Supply Chain & Logistics
Freight downturn deepens with mounting supply chain bankruptcies
TL carriers cautiously optimistic as regulatory capacity constraints tighten the market
UPS closing 22 unionised facilities across 18 states, eliminating 30,000 jobs
GXO Logistics betting on automation and North American growth
Retail
Walmart grocery penetration hits a record 72%, driven by consumer financial insecurity
Retail trade groups applaud SCOTUS ruling but warn of continued tariff uncertainty
Trader Joe's tops the ACSI customer satisfaction rankings for grocery
Francesca's in final liquidation; J. Crew and Guitar Center flagged as bankruptcy risks
International Trade
New global tariff takes effect under Section 122 authority (150-day limit)
EU halts ratification of U.S.-EU trade deal; UK, India, and Japan reassessing positions
FedEx becomes first major corporation to sue for tariff refunds (~$175B total liability estimated)
U.S. trade deficit widens to a record $1.2 trillion despite tariff policy
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