From what I’m reading, the troubles should start to pick up now; harbors being quieter, truckers not having work, … Are any shortages noticeable yet?
ETA:
Source: https://paulkrugman.substack.com/p/trump-is-a-virus
Businesses have been filling their inventories. That’s ending now. Economic pain in terms of job losses should accelerate now. It will still take up to a few weeks before inventories run empty, and the full impact hits consumers. Even a full reversal of Trumpism couldn’t prevent knock-on effects that last into next year.
OP’s data shows the U.S. is stocking up tremendously in April, and then maintaining year-on-year patterns after that with a slight downturn that doesn’t even compensate for April’s glut.
I haven’t seen this data before but it shows the opposite of the shortage I was expecting.
Please correct me, then. The surprising moment came when I noticed the vertical axis is for year-on-year change and not raw tonnage.
