MONTERREY, NL – In a context where political decisions translate into immediate impacts on supply chains , financial markets, and global economic stability, international trade is going through a moment of tension and redefinition.
During the Redwood Customer Advisory Board 2025 , Mark Yeager, CEO of Redwood Logistics , highlighted the industry outlook in the face of current international trade volatility, amid rising tariff tensions and a constantly adjusting global economy.
Yeager addressed the complex series of trade measures implemented by the Trump administration since February, including tariffs of up to 125% on Chinese-origin products and tariffs of between 20% and 60% on countries such as Japan, India, Vietnam, and Madagascar.
Although these tariffs were temporarily suspended and replaced with a single 10% tariff for a period of 90 days, the impact on the market and consumer confidence has been significant.
“The level of uncertainty we’re experiencing is something I haven’t seen in my 30 years of experience,” Yeager said.
Despite the uncertainty, he emphasized that Mexico has been excluded from the reciprocal tariffs , which represents a positive sign for bilateral trade.
“Mexico has smartly navigated this volatile environment, and its position as a reliable trading partner of the United States has been strengthened,” he said.
During the conference, Yeager contextualized the situation with historical data, indicating that while the United States has always maintained a certain tariff presence, current levels exceed even those recorded during the Great Depression.
“We’re talking about a tariff regime that could reach an average of over 26%, figures we haven’t seen since the beginning of the 20th century,” he emphasized.
Regarding economic indicators, he mentioned that real GDP grew by 2.5% in the last quarter , unemployment remains relatively low (4.2%), and real wages have reached their highest level in five years.
However, consumer sentiment has fallen 28% year-over-year, and markets have reacted negatively, with losses of up to 19.6% on the Nasdaq.
Yeager warned that the biggest enemy of trade and investment is not tariffs themselves, but uncertainty.
“If we truly want to revitalize American industry, we need clarity and confidence. The current instability discourages foreign investment and jeopardizes growth,” he said.
Yeager said that although the trade environment may be shaken, he is confident that the trade relationship between Mexico and the United States will emerge stronger.
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