https://x.com/FreightAlley/status/1916662571534340168
https://x.com/chris_fba4u/status/1916692770053300437
Trade cannot wait 90 days for trade deals to be done, if it could ever be done.
Americans will soon be facing higher prices and fewer choices of goods on shelves and online sites.
Markets are yet to truly factor a mini supply chain disruption similar to Covid days.
Markets are too quick to pre-empt trade deal good news and too slow to factor adverse tariff consequences.
Suffice to say markets remain half full view rather than half empty.
https://x.com/DeItaone/status/1916776524298039459
China for all that they are resilient won’t escape pain, which invariably flows onto Australia in due time.
