* This is a structural goods recession
작성자: 하나증권(중국)() 2025-11-20 23:27
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* This is a structural goods recession
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"For the first time since March 2023, we're seeing monthly import volumes consistently fall below 2 million TEUs — this isn't just a seasonal dip or temporary correction," said Kyle Henderson, CEO of Vizion. "The data shows this is a structural goods recession driven by the convergence of tariff uncertainty, frozen housing markets, and a fundamental shift in consumer spending away from physical goods," he said.
China trade plummets and U.S. freight market enters recession watch
https://www.cnbc.com/2025/11/20/trump-tariffs-trade-china-import-decline-freight-recession.html
Trump tariffs impact on holiday goods have logistics experts warning traditional peak holiday shipping season looks virtually non-existent this year.
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"For the first time since March 2023, we're seeing monthly import volumes consistently fall below 2 million TEUs — this isn't just a seasonal dip or temporary correction," said Kyle Henderson, CEO of Vizion. "The data shows this is a structural goods recession driven by the convergence of tariff uncertainty, frozen housing markets, and a fundamental shift in consumer spending away from physical goods," he said.
China trade plummets and U.S. freight market enters recession watch
https://www.cnbc.com/2025/11/20/trump-tariffs-trade-china-import-decline-freight-recession.html
Trump tariffs impact on holiday goods have logistics experts warning traditional peak holiday shipping season looks virtually non-existent this year.
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