Global Trade Daily Briefing - 2026-02-13

Daily Foreign Trade Briefing for 2/13/2026. Curated insights on Finance, Logistics, Compliance, and Global Markets.

Global Macro & Finance

While tech IPO buzz is overshadowed by a looming $1 trillion in Treasury debt sales, investor David Einhorn is betting on gold in anticipation of substantial Fed rate cuts. Meanwhile, in a separate market shift, Chinese tech giant Xiaomi has disrupted the EV sector, outselling Tesla's Model Y in China with its competitively priced SUV.

Xiaomi's electric SUV tops China sales in January, sells twice as many as Tesla's Model Y

Xiaomi's new electric SUV outsold Tesla's Model Y in China in January by leveraging competitive pricing and feature-focused marketing. (Finance)

Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales

Wall Street's focus is on a potential $1 trillion in debt sales, overshadowing the hype around tech IPOs like SpaceX's. (Finance)

David Einhorn says the Fed will cut 'substantially more' than two times. So he's betting big on gold

David Einhorn is betting on gold because he expects the Fed to cut interest rates more than twice. (Finance)

Global Logistics (Sea & Air)

Global logistics is experiencing dynamic shifts, with infrastructure investment intensifying in key areas like the Asia Pacific cold chain market and CMA CGM launching a new terminal in Colombia to boost capacity. Meanwhile, air cargo networks are expanding to meet demand, and ecommerce logistics operators continue to navigate a landscape of high volume growth countered by razor-thin margins.

The Freight Buyers Club Podcast: TPM26 Special

This article announces a special episode of The Freight Buyers Club podcast covering the TPM26 shipping conference. (The Loadstar)

CMA CGM’s new ‘Turbo-charged’ terminal opens in Colombia

CMA CGM has opened a new terminal in Colombia's Turbo port to serve the fruit export region. (The Loadstar)

Game on, as Morrison follows Stonepeak with APAC cold chain platform

Morrison has launched a cold chain platform in Asia Pacific, following Stonepeak's move and intensifying the investment race in the region's logistics market. (The Loadstar)

Challenge finally gets Jet 777s to bolster Indian air cargo network

Challenge Group is expanding its freighter fleet with 777s to meet growing cargo demand from India. (The Loadstar)

Ecommerce logistics: ‘razor-thin’ margins, but volume and digitisation help

Ecommerce logistics offers slim profits but relies on high volume and digital tools to succeed. (The Loadstar)

Regional Markets

Argentina's initial legislative approval of the EU-Mercosur trade deal contrasts with Paraguay's immediate economic strain, marked by a $162 million January trade deficit. Meanwhile, Chile's humanitarian aid to Cuba underscores regional political divisions, as external pressures like the U.S. rollback of vehicle emissions rules and a UK cabinet reshuffle unfold.

Argentina moves first in Mercosur as lower house backs EU trade deal

Argentina's lower house has become the first in the Mercosur bloc to approve the EU trade deal. (MercoPress)

Paraguay posts $162m trade deficit in January as exports decline

Paraguay's January trade deficit of $162 million resulted from a decline in exports. (MercoPress)

Trump moves to scrap EPA climate finding and unwind federal vehicle emissions rules

Trump is rolling back the EPA's legal basis for regulating vehicle emissions and greenhouse gases. (MercoPress)

UK cabinet chief removed after Epstein-linked backlash

UK Prime Minister Keir Starmer's top civil servant, Sir Chris Wormald, stepped down amid political pressure related to the Jeffrey Epstein scandal and the appointment of Lord Peter Mandelson. (MercoPress)

Chile announces humanitarian aid for Cuba as Boric condemns U.S. embargo

Chile is sending humanitarian aid to Cuba while criticizing the U.S. embargo. (MercoPress)