Unhedged Bad shipping news
22 snips
Apr 29, 2025 International cargo freight is facing a serious decline, raising alarms about empty shelves just in time for the holidays. The hosts debate whether political influences will affect trade dynamics, especially in light of previous tariff impacts on consumer costs. While exploring the complexities of U.S.-China trade, they also examine a mixed investor sentiment highlighted by a popular survey. The conversation lightens up with a humorous discussion about fast food preferences, including gourmet treats versus beloved classics, capturing the joy of culinary indulgence.
AI Snips
Chapters
Transcript
Episode notes
Invisible Tariffs vs Transparency
- Trump and his administration prefer invisible tariffs to avoid consumer backlash.
- Transparency in tariffs challenges this approach by revealing explicit costs to consumers.
Supply Chains Are Slow To Rebound
- Supply chains take a long time to recover after shocks like COVID.
- Previous disruptions may help mitigate current trade stoppage impacts but full recovery remains slow.
Tariffs Crippling US Import Volumes
- Trade volume is collapsing due to 145% tariffs on Chinese goods.
- Consumers will soon face higher prices and potentially empty shelves in the US.