The two dolls economy

Lorianne LaRocco, a global supply chain reporter for CNBC and author, teams up with Liz Young, a Wall Street Journal reporter specializing in logistics. They dive into the looming shortages of consumer goods, particularly dolls, linked to tariffs and trade tensions with China. The discussion highlights dropping ocean freight bookings and changing consumer behaviors as retailers prepare for an uncertain holiday season. They also explore how rising prices and import rules are reshaping online shopping and budget retailers, sparking concerns around consumer accessibility.