Apollo’s Slok just dropped a bomb: The Trade Reset Recession is coming and nobody’s pricing it in
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 …