Expeditors (EXPD) Guidance summary

Opening remarks and agenda

• Session focused on the 2025 global outlook for supply chain professionals, emphasizing cost pressures, geopolitical uncertainty, and new policy areas impacting global trade.

• Key geographies covered include the U.S., Europe, China, Mexico, Vietnam, India, and others, with a focus on policy factors and trade tactics for the coming year.

• Administrative details included session recording, Q&A process, and access to presentation materials post-event.

Guidance on key objectives

• Emphasis on helping businesses prepare for changes in global trade, with a focus on adaptability and resilience in supply chains.

• Advisory services highlighted for ongoing monitoring, risk analysis, and quantitative cost analysis to support decision-making.

Market trends and strategic opportunities

• 2025 characterized as a year of policy, with high uncertainty due to economic shifts, cost pressures, and geopolitical hotspots.

• Global economic growth expected to accelerate slightly, with a shift from U.S.-led growth to more balanced contributions from Europe, Japan, and emerging markets, especially India.

• Inflation rates are normalizing, enabling real income growth and potential for central banks to lower interest rates, though rates will remain above pre-COVID levels.

• Vietnam and Mexico face higher cost pressures due to investment inflows and capacity constraints, potentially eroding cost competitiveness over time.

• E-commerce growth continues to tighten air cargo markets, while ocean freight markets are expected to move sideways due to balanced capacity and demand.