The carving up of Yellow’s extensive property network is under way. About 75% of Yellow’s North American terminals were sold at auction for just under $1.9 billion, leaving the remnants of the former trucking giant on track to raise more than double the appraised value of the sites. The WSJ Logistics Report’s Paul Berger writes that XPO, now the third-largest operator in the less-than-truckload sector, was a big winner in a sale that dispersed most of the terminals to about a dozen LTL carriers. The sales must still be approved by a bankruptcy court, and dozens of remaining properties could raise hundreds of millions more in the coming months. The progress casts deeper doubt on the longshot bid to revive Yellow that’s been launched by a group led by Sarah Riggs Amico, the executive chair of auto carrier Jack Cooper Transport. A liquidator is handling the sale of Yellow’s equipment.

The impact of healing supply chains is reaching deeper into consumer markets. After a historic run-up in inflation, Americans are now starting to see deflation in some goods categories, and economists say goods prices likely have further to fall. The WSJ’s David Harrison reports that prices for durable goods have fallen on an annual basis for five straight months, and were down 2.6% in October from their peak in September 2022. That’s a sharp reversal from last year, when product shortages, snarled supply chains and surging consumer demand sent prices soaring. Durable-goods inflation peaked at a 47-year high of 10.7% in February 2022. One report shows that supply disruptions such as shipping backups accounted for roughly half the run-up in inflation in 2021 and 2022. The White House estimates that better-functioning supply chains accentuated by weaker demand account for roughly 80% of the fall in inflation since 2022.

• Growing signs suggest the price rises that allowed some businesses to make outsize profits during the Covid-19 pandemic are coming to an end. (WSJ)

A weak transportation sector helped pull orders for manufactured goods in the U.S. down 3.6% in October. (MarketWatch)

U.S. car sales slipped from October to November. (MarketWatch)

Germany’s exports fell 0.2% from September to October while imports fell 1.2%. (WSJ)

German companies have slashed investment plans for this year and next and a growing number plan to shift some activities abroad. (Financial Times)

Global manufacturing inventories are up 28% from pre-Covid levels. (Nikkei Asia)

Clarksons Research believes drought-triggered transit restrictions at the Panama Canal may linger beyond next year. (TradeWinds)

The Port of Long Beach is advancing a $1.6 billion project to expand its on-dock rail capabilities. (Railway Age)

A.P. Moller-Maersk will spend more than $500 million to expand its supply chain infrastructure in Southeast Asia. (Marketwire)

United Parcel Service is expanding hub operations at Hong Kong International Airport with plans for a large automated sorting facility. (Supply Chain Quarterly)

XPO Executive Chairman Brad Jacobs struck a $1 billion investment deal with SilverSun Technologies as part of a plan to build a new, standalone business. (Dow Jones Newswires)

Teamsters members at DHL’s Cincinnati/Northern Kentucky International Airport hub voted to authorize a strike. (WKRC)

Berkshire Hathaway accuses the Haslam family of using bribery to inflate earnings at the Pilot Flying J truck stop business that Warren Buffett’s company is acquiring. (Associated Press)

Aerospace defense contractor RTX will develop a simulator for the Department of Defense to help respond to disruptions in logistics networks. (Dow Jones Newswires)

An Illinois federal jury found Cal-Maine and other egg suppliers liable in a price-fixing case. (Supply Chain Dive)

Apparel supplier Guess is tightly managing its inventory as its retail customers keep purchasing constrained. (Retail Dive)

Paris-based freight visibility provider Wakeo raised about $19.6 million in a funding round backing its technology to help shippers track their transport carbon emissions. (Journal of Commerce)

Paul Page is editor of WSJ Logistics Report. Reach him at paul.page@wsj.com.

Follow the WSJ Logistics Report team: @PaulPage, @bylizyoung and @pdberger. Follow the WSJ Logistics Report on X at @WSJLogistics.