Interesting article, but it doesn’t say they are increasing the GDP / ordering more for the year.
It said they “stocked up” and pulled orders forward a few months AND STOPPED.
" But now that the tariffs are here, and the stocks have been piled, masses of businesses are doing something else. They’re holding their breath.
“So we are beginning to see ships leaving China, you know, half empty or more,” Mathews said."
This is not a growth in the economy / massive extra investment. They are not doubling their orders for the year, they are just bringing in the same amount of products they were going to order, but they ordered slightly early.
They actually give the math in the article: last month was up 8%, this month down 50%.
It’s already happening
https://www.marketplace.org/story/2025/04/29/retailers-and-consumers-stockpiled-before-tariffs-hit
You can stop digging now
Interesting article, but it doesn’t say they are increasing the GDP / ordering more for the year.
It said they “stocked up” and pulled orders forward a few months AND STOPPED.
This is not a growth in the economy / massive extra investment. They are not doubling their orders for the year, they are just bringing in the same amount of products they were going to order, but they ordered slightly early.
They actually give the math in the article: last month was up 8%, this month down 50%.