Containers bookings from China down 50% soon will be down 90%
Yes some will picked up by other countries but not all
You will see problems in late June / July at retailers level but also in industrials (US factories will have to stop production lines) pic.twitter.com/IMay2iJrwS
— Marco Castelli (@macastel3) May 11, 2025
Pausing tariffs isn’t optional anymore.
It must happen.
Now. pic.twitter.com/wAy1hpvoID
— Spencer Hakimian (@SpencerHakimian) May 11, 2025