Ethan Harris: Tip of the tariffs
Economist and Fed-watcher Ethan Harris wrote yesterday: Perhaps the biggest question facing the economy is whether ...
ID 50353882
© Kiosea39
| Dreamstime.com
A note published yesterday by Bernstein**, talked of a trade policy environment that “remains highly volatile”.
(**Titled: ’Supply Chain Pulse Check: Another day, another trade policy’.)
What’s very clear: from Liberation Day, to a 90-day tariff pause on most countries, to the deal with China, “multinationals and their logistics providers are chasing a moving target”.
Indeed.
The current month for the ocean trade “is reportedly seeing what looks like an early peak season following China-US rapprochement, as importers scramble for Chinese goods”.
(This is playing ...
Comment on this article