1/ Container ships from China to US down 30%+ already. This isn't a far-off risk – it's happening NOW and will ripple through supply chains within weeks
Container departures literally falling off a cliff since tariffs announced pic.twitter.com/Wb6GQz0iUP
— junkbondinvestor (@junkbondinvest) April 27, 2025
3/ Markets missing the biggest risk: S&P 500 revenue from China ($1.2T) is 6X larger than US exports to China ($199bn).
Your favorite stocks are WAY more exposed than headlines suggest. pic.twitter.com/lLKnrUGgxo
— junkbondinvestor (@junkbondinvest) April 27, 2025
5/ Slok on what makes this different:
Trade wars create stagflation. Lower growth + higher inflation = Fed completely boxed in. Can't cut into supply-driven inflation.
Powell facing an impossible choice by Summer. pic.twitter.com/2ZLc3cAHOt
— junkbondinvestor (@junkbondinvest) April 27, 2025
Full source PDF here: https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
Apollo predicts a recession (and stagflation) coming to the US by June with mass layoffs in trucking and retail pic.twitter.com/sdjiIdEqZR
— Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) April 28, 2025
https://twitter.com/Mollyploofkins/status/1916444214616826335
BREAKING: The Financial Times reports that US container port operators and air freight managers are reporting 'sharp declines in goods transported from China' pic.twitter.com/8QZ59d2YSh
— The Spectator Index (@spectatorindex) April 27, 2025
👀Albertsons tells suppliers to eat the cost of tariffs: ‘We are not accepting cost increases’
Grocery chain Albertsons is taking a hard-line approach to tariffs, telling its suppliers it won’t accept any price hikes, according to a letter from the company’s head of…
— Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) April 27, 2025