Air China Sees Cargo Rush Ahead of Next Tariffs

The video discusses the sustainability of current economic trends, focusing on the US economy's strong consumer confidence and the impact of proposed tariffs. It highlights a temporary surge in demand due to tariffs, affecting shipping and cargo industries. The discussion also covers the uncertainty in trade volume growth and its implications for investment and production decisions, including potential shifts in production locations.

What are the indicators that suggest the current surge in trade volumes may not be sustainable?

In what ways could the trade tariffs impact investment and CapEx decisions?