🎣 Driverless Freight Race
Plus: U.S. imports slow as tariffs bite, Mexico slaps 50% tariffs on Chinese goods, UP–NS defend their $85B merger amidst rival alliances, and more.
Plus: U.S.–EU agree to lower tariffs (but Europe’s not thrilled), brokers brace for the biggest AI wave, and Congress sets the stage for fully driverless trucks.
Happy Monday. A $200B rail mega-merger could redraw the freight map. Even if you don’t touch intermodal, the UP–NS deal might shift rates, lanes, and broker leverage.
Plus,
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