From Nasdaq: 2025-04-28 11:23:00

President Trump’s 145% tariffs on Chinese goods have led to a 60% drop in cargo shipments, causing supply shortages. Retail giants like Walmart and Target warn of empty shelves and higher prices. US firms are scrambling to restock shelves as the mid-May replenishment cycle approaches.

US cargo volumes from China down 60%, major retailers warn of shortages and higher prices. Suppliers pivot to Southeast Asian sources. Surging aircraft orders distort durable goods data. Supply delays may persist through peak season, inflation risks rise as prices from China double.

Tariff shock leads to 60% drop in cargo shipments, causing supply shocks and higher prices. Major retailers warn of shortages and layoffs. Logistics networks face bottlenecks. Inflation risks increase as prices from China double. Uncertainty could lead to recession and economic malaise. Supply chain disruptions could affect the labor market.



Read more at Nasdaq: Tariff-Driven Supply Shock Looms for U.S. Retailers and Consumers