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This chapter analyzes the unusually long downturn in freight profits and the recent surge in imports, examining whether this signals a true recovery or a temporary pull-forward of demand due to potential tariffs. The discussion includes the impact of the Trump trade and the valuations of freight stocks.
- Unusually long downturn in freight profits
- Surge in imports may be a pull-forward of demand
- Potential tariffs under Trump administration
- High valuations of some freight stocks
- Risk of earnings disappointment
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