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US transport and logistics are cooling as new tariffs drive a sharp drop in inbound cargo. October spot activity weakened across van, reefers and flatbeds (DAT index), with ports like Long Beach reporting -16% China-origin shipments. Govt data show August imports fell $18.4 bn vs July, eroding the usual holiday peak. Forward schedules point to a deeper dip—Vizion projects December imports -16.6% YoY—pressuring trucking, warehousing and longshore jobs, with electronics and furniture most affected.
