Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions to gain a better sense of whether this really is the "main event." One of those warns trade volumes might crash from here. Plus, another critical forward-leaning measure just flashed a recession signal. All of which consistent with market positions.
Eurodollar University's Money & Macro Analysis
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http://www.monetary-metals.com/Snider/
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Eurodollar University's Anniversary Sale
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Bloomberg US Container Volumes Set for Sharp Reversal on Tariff Disruption
https://www.bloomberg.com/news/articles/2025-07-21/us-container-volumes-set-for-sharp-reversal-on-tariff-disruption
CNBC Port of Los Angeles sees record container traffic as shippers race to beat Trump’s tariff deadlines
https://www.cnbc.com/2025/07/14/port-of-los-angeles-record-container-traffic-trade-war-shipping-tariffs.html
CNBC In middle of Trump’s trade war, importers hold more cash and move inventory off the books
https://www.cnbc.com/2025/07/14/trump-trade-war-tariffs-supply-chain-inventory-cash.html
CNBC Online shopping sees biggest slowdown in over decade as tariffs disrupt e-commerce: Survey
https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html
Bloomberg Bessent Says Fed ‘A Little Off,’ Flags Signal From Two-Year Rate
https://www.bloomberg.com/news/articles/2025-07-03/bessent-says-fed-a-little-off-flags-signal-from-two-year-rate
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
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