The Trump administration is escalating its crackdown on immigrant truck drivers. The Department of Homeland Security and Transportation Department are demanding licensing data as they search for drivers with improper certifications. Officials have forced the closure of nearly 300 driving schools and apprehended drivers with commercial licenses who may be in the country illegally. These efforts have tightened trucking capacity nationwide, pushing up pricing after a yearslong slump in demand.

America’s retailers are feeling jolly heading into the busy fall shopping season. Retailers report higher sales as consumers spend despite higher fuel prices and long-term inflation. Discount seller Dollar General posted a fifth consecutive quarter of higher traffic. Best Buy said shoppers were buying computers, TVs and AI-enabled glasses. Target logged higher sales, profit and a benefit from tariff refunds as shoppers purchased more toys, food and beauty products. Still, reports of robust spending run counter to some recent economic indicators.

The transportation cost index in the August Logistics Managers’ Index report rose 3.1 percentage points from July. Shein made a subdued stock-market debut this week. Shares fell as much as 10% on the Hong Kong exchange before rebounding close to the initial public offering price, leaving the company with a valuation far below its peak in 2022. The company that pioneered ultrafast fashion now faces a question of what comes next.