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UPS Caps Driver Buyouts at 7,500, Mexico Tariffs Reshape Cross-Border Trade, Moody's Upgrades Ryder | The Morning Minute

We kick off the episode with a look at Ryder System's recent financial milestone, as Moody's upgraded their primary debt rating for the first time since the pandemic. The long-awaited upgrade serves as a massive vote of confidence in the leasing giant's strategic pivot toward expanding its dedicated transportation and supply chain segments. Next, we examine how recent emergency tariffs are significantly impacting North American customs data and cross-border trade flows. Companies are actively restructuring their supply chains to mitigate these massive new border costs, which is causing…

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