Friday, April 11, 2025

Recession on the Way? - Part 4 - Supply Chain Wars

The tariff wars are currently focused on a 1-to-1 battle between the US and China.

China is critical to many of our consumer goods supply chains.

Retailers are going to be in a very bad way if this continues for long.

The other 75 (unmamed countries) who are anxious to negotiate seem to be nowhere in sight. 

Odds of a recession are rising, rising, rising. 


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