Street Signals Craig Fuller: Tariffs and Twists in Global Supply Chains
May 29, 2025
Craig Fuller, CEO and founder of FreightWaves, shares his expertise on the chaotic world of global supply chains. He discusses the overwhelming challenges posed by fluctuating tariffs and trade relations. The conversation highlights the impact of recent geopolitical events on reshoring and labor costs, along with insights into the complexities of U.S.-Canada-Mexico trade dynamics. Fuller also emphasizes the crucial role of real-time data analytics in navigating the fragmented logistics market, especially in the wake of the COVID-19 pandemic.
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High-Frequency Supply Chain Data
- FreightWaves uses high-frequency data from multiple fragmented sources to track global supply chains in near real-time.
- This data reveals early economic trends often missed by larger companies and traditional reports.
Trucking Shows Consumer Demand
- Trucking data is the most direct indicator of U.S. consumer demand and economic activity.
- International container volumes better reflect global trade conditions and disruptions than domestic consumer behavior.
Tariffs Cause Supply Chain Stop-Start
- Supply chains are highly disrupted by sudden pauses and restarts due to tariffs, unlike the more gradual COVID shutdown and recovery.
- These stop-start dynamics cause prolonged inflation and operational issues, especially for smaller suppliers.