Even if they were to completely back out now, that doesn’t look great, but is still probably not enough data to show a trend.
Now that many are reliant on “just-in-time” strategies, supply lines are not nearly as resilient to large trade fluctuations as they used to be, but the spike does mostly match the dip, and could be simply explained as exporters just trying to beat the tariffs by sending product early.
Now if the weeks after are also low… That’s another story.
Two weeks we enter The Bad Place
Even if they were to completely back out now, that doesn’t look great, but is still probably not enough data to show a trend.
Now that many are reliant on “just-in-time” strategies, supply lines are not nearly as resilient to large trade fluctuations as they used to be, but the spike does mostly match the dip, and could be simply explained as exporters just trying to beat the tariffs by sending product early.
Now if the weeks after are also low… That’s another story.
Link to dashboard?