Consumer imports collapse 36% as Americans pull back and tariffs bite into a weakening economy

Tariffs hit at wrong time in the cycle.

See that plunge in Consumer Goods Imports (-36.2% so far)? 👇🏼

Again, you can’t have inflation when consumers are tapped out. If this tariff nonsense were happening at the beginning or middle of the economic cycle, this chart would look different. pic.twitter.com/N6Pi9ZpV8t

— Kalani o Māui (@MauiBoyMacro) June 26, 2025

As economic data gets worst

Yields are continuing to fall. 📉

The 10 Year is now getting closer to 4% then 4.5% let alone 5%. pic.twitter.com/W0UCs7Kv4F

— The Coastal Journal (@1CoastalJournal) June 26, 2025