Investing.com -- Jefferies analysts warned that container shipping markets are “limping into 4Q after [a] volatile up-and-down market for much of 2025,” with falling freight rates and cautious outlooks weighing on sentiment. Jefferies said “there is risk for a material adjustment lower” in Europe, with Asia-Europe spot rates recently falling below $1,250/teu, well under last year’s 2025 contract levels of $1,500–$1,600/teu. “US retail, wholesale and manufacturing inventory growth had been outpacing sales growth… but in recent months sales growth has outstripped inventories,” Jefferies wrote, adding that this may support a “normal” peak season in 2026. Related articlesShould you own shipping and containers stocks? Jefferies weighs inNatural Gas: Consolidation Could Set Stage for Breakout Above $3.20 BarrierThese Under-$10 Stocks Are Up 100%+ This Quarter - And Some Still Have Room to Run