MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Structural Goods Recession

DrVenture
in Other Investing
https://www.cnbc.com/2025/11/20/trump-tariffs-trade-china-import-decline-freight-recession.html

•Mario Cordero, CEO of the Port of Long Beach, the nation’s second-busiest port after Los Angeles, says the record year in freight container volume triggered by President Trump’s tariffs has given way to an accelerating decline in Chinese imports.

•Real-time container tracking data shows ocean freight bound for the U.S. is decreasing and volumes throughout the supply chain are under pressure. “This isn’t just a seasonal dip or temporary correction,” said Kyle Henderson, CEO of freight data tracker Vizion. “This is a structural goods recession.”

•The latest U.S. Census trade data, released on Wednesday after a long delay caused by the government shutdown, showed a significant import decline.

It seems that the front-loading of imports is over. The consequences of tariffs are stacking up.

“We are now forecasting nearly a 16.6 percent year-over-year decline for U.S. imports in December, after a 12% decline in Q3,” said Ben Tracy, vice president of strategic business development at real-time container tracking platform, Vizion. “There is no bounce back in sight,” Tracy said.

Comments

  • CrashCrash
    Chickens come home to roost. Inflation, ya think? Fewer of the cheaper goods arriving for sale?

    Tariffs? Sure. GREAT idea. Just alienate everyone. That's the ticket. Then they'll all find ways to bypass dealing with an Orange Imbecile.
  • Observant1
    edited November 20
    Businesses will absorb less tariff costs which will further increase consumer prices.
  • CrashCrash
    +1.
  • JD_co
    Clearly what we need is another govt shutdown so that no new economic reports are made available to the serfdom.
  • WABACWABAC
    edited November 20
    Look on the bright side: We won't have to worry about port, freight, train, and trucking workers buying too many dolls and pencils for their kids for Christmas. That will leave plenty for the Vance kids.
  • JD_co
    At least we don't have to deal with those pesky Canadians anymore. Don't need their business, eh?

    Other countries are reducing trade with the US and re-routing their supply chain to China and other countries.

    The "stable genius" strikes again.
  • Old_JoeOld_Joe
    He belongs in a stable all right, along with all the other horse___.
  • AnnaAnna
    COVID type supply chain shortages without COVID? Better than WITH, I guess. Um, TARIFF chaos - the new virus. Oh goody, it's a made in America virus.
  • Old_JoeOld_Joe
    Well, China will certainly see it that way.
Sign In or Register to comment.