De Amerikanen mogen zich verwachten aan lege winkelrekken ... allemaal het gevolg van de tarieven van het economisch genie in het witte huis

En hogere prijzen. De wet van vraag en aanbod.

MAGA !!!!!

Geen medelijden met de Amerikanen. Trump heeft op voorhand zijn krankzinnige ideeën uitgelegd.

Het feit dat Trump na 2 maand de slechtste score heeft van alle presidenten na 2 maand van de laatste 70 jaar, zal Trump niet van gedacht doen veranderen. Mooi zo, laat Trump maar zichzelf zijn. Goed voor de rest van de wereld

The first boats carrying Chinese goods with 145% tariffs are arriving in LA. They’re half-full. Expect shortages soon
By Nick Watt, Vanessa Yurkevich, Alicia Wallace and David Goldman, CNN
4 minute read
Published 11:54 AM EDT, Tue May 6, 2025

American consumers are on the cusp of tough choices because of President Donald Trump’s trade war.

Ships now pulling into US harbors from China are the first to be subject to the massive tariffs that America is imposing on most Chinese imports. Many of them are half full.

That means, in a matter of weeks, consumers will face higher prices and shortages of certain items.

Imports from China have fallen dramatically since Trump imposed steep tariffs – particularly since last month, when the tit-for-tat trade war sent the tariff on most Chinese goods up to 145%.

“This week, we’re down about 35% compared to the same time last year, and these cargo ships coming in are the first ones to be attached to the tariffs that were levied against China and other locations last month,” Gene Seroka, executive director of the Port of Los Angeles, told CNN Tuesday. “That’s why the cargo volume is so light.”

The drop-off in imports from China on the boats now coming into port is more than 50%, Seroka said. Many importers have canceled previous orders because US businesses aren’t interested in paying the steep tariff, which can more than double the price of Chinese goods.

The Port of LA had expected 80 ships to arrive in May, but 20% of those have been canceled, Seroka said. Customers have already canceled 13 sailings for June.

Matson Inc kwam net met een kwartaalupdate en dit staat in hun outlook:

Currently, there is significant uncertainty regarding tariffs and global trade, regulatory measures, the trajectory of the U.S. economy and other geopolitical factors. Since the tariffs were implemented in April, the Company's container volume has declined approximately 30 percent year-over-year.

De earnings in Q1 waren goed maar door de negatieve outlook gingen ze toch -15% gisteren.

Een andere sector die als kanarie in de koolmijn kan dienen is de uitzendsector. Kijk eens naar de koers van Manpower bijvoorbeeld: -33% YTD!

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