29 September 2025 | 9:24AM EDT Equity Research US Tariff Impact Tracker: Negative Sequential Trends Seemingly to Persist Early-October US Tariff Impact Tracker – this past week, laden vessels from China to USA were down sequentially (-6% WoW) and remained down on a YoY basis (-2% YoY). Data suggests early October is shaping up to be mostly down sequentially based on Port of LA data (down next week and week after), following 2H-August and September reads that were generally weak – continuing the uncertain tr ...