Thread on tariff delayed impact even if ended today

10 comments

1. Meanwhile people think this is actually a buyable market rally and not a dead cat bounce 💀

2. So in bro’s analogy the US all ready hit the wall and these are the final seconds before we realize we are dead.

3. This is probably worse than what’s outlined in this thread.

   China has likely NOT been idle in finding new trading partners to pickup capacity lost to the US tariff issue.

   We may NEVER get back to what we call “normal” in our relation with China.

   Partially? Likely.

   Completely? Well…

   We could be heading toward a cliff with sharp rocks at the bottom of the fall, rather than ultimately pulling out of the fall at all.

4. But containers that were already in transit before Trump’s “Liberation Day” would still have been subject to the tariffs when they land at port, right?

   So what happens to those? If I were running my business and I ordered a container with $1,000,000 worth of goods on it, but now I have to pay an ADDITIONAL $1,350,000 just to take the order of it, what the hell am I supposed to do with that?

   Either way, yes the downstream effects of that still take time to appear to a consumer.

   Anyway yeah, it seems like the US economy is truly about to get shook and it’s way worse than the average person is even imagining. How many people even watch the news at all? They’re about to learn why they should have voted.

5. This assumes that China only is selling to the US. This is the same mistake that Trump is making. China sells to the world. Sure for some goods the market may be larger in the US than elsewhere, but what is the evidence that factories in China are only selling to the US? Most modern companies sell world wide. Yes for a lot of consumer products the US is a large customer, but has the rest of the world stoped buying? I’d prefer to see the numbers before drawing a conclusion.

6. Going to be a very very very rough spring and a very shitty summer lol Donny and his merry folks have an idea, but he should have done this in his first term…. He miscalculated his approach. He made a mistake. It’s too late and too far gone. Now many will feel the pain, and it’s completely unnecessary.

7. Houston is already being affected many companies are not hiring and hours are being cut, with summer they usually hire more people but not this year. Many people are falling behind on their payments and there are a lot of homes for sale and more going on the market with no one buying. The food pantries are running out of food and closing since they have almost no donations coming in.

8. I don’t think this is accurate I think the first load of containers arrive 2 or 3 days ago.

9. This is akin to the bullwhip effect. Not exactly the same, but it illustrates the amplified impacts of changes in a supply chain.

10. Perhaps the effects will be lessened by the trucking and distribution centers still handling imports from other countries and therefore not halting work completely.

Comments are closed.