In this episode of MacroMatrix, host Ethan is joined by senior financial analyst Tracy to dissect the sweeping changes reshaping global e-commerce logistics in the wake of new U.S. trade policies. With the elimination of the de minimis exemption for Chinese goods and a dramatic escalation of tariffs, companies like Shein and Temu are being forced to overhaul their business models. Tracy unpacks the cascading effects on supply chains, the air cargo industry, and global trade flows—highlighting a shift toward B2B2C logistics, regionalization, and geopolitical-driven fragmentation of globalization. Tune in for strategic insights, real-world examples, and actionable recommendations for businesses navigating this turbulent economic landscape.