Ports Are Predicting the Economy, Here's What They Show | Noel Hacegaba

In 2025, changes in tariff policy reshaped trade flows, influencing volumes and how imports moved through the supply chain. Ports are on the front lines of these shifts, observing changes in trade patterns well before they appear in economic data.
In this episode, Noel Hacegaba, Executive Director of the Port of Long Beach, explains what recent trade activity reveals about the economy and what it may signal for trade in 2026.

03:10 2026 Outlook from Port Indicators
05:19 Port of Long Beach and the US Economy
07:07 Rate Cuts and Shipping Activity
09:35 Transit Delays and Rail Investment
11:30 Rail Speed to Inland Markets
13:44 Shifting Sourcing and US Exports
16:36 Nearshoring and US Manufacturing
19:06 Global Conflicts and Trade Disruption
22:46 Pandemic Lessons in Resilience
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The views expressed in this video are those of the guest and do not necessarily reflect the views of Market Insider.