the harbinger of empty shelves in walmart;

Ocean freight transit times from Shanghai to Los Angeles typically range from 14 to 40 days, with faster services—such as CMA CGM's expedited routes—delivering containers in as little as three weeks. With 145% tariffs now applied to most Chinese imports, the full economic impact will likely emerge with a lag of about a month or more as reduced import volumes and supply chain disruptions begin to take effect. Early high-frequency indicators already suggest those disruptions are imminent.

Let's review the key trade war developments since President Trump, following "Liberation Day" on April 2, announced a tsunami of tariff hikes on Chinese imports to 145% on April 11.

• Amazon Cancels Orders, Walmart Pulls Forecast As Tariffs Take Hold

• Are China Road Traffic Indicators Set To Collapse As Tariff War Cancels Factory Orders

• Chinese Sellers On Amazon Panic After Trump's Tariff Bazooka

• Liberation Day Fallout: China's Port Volumes Sink After Trump's Tariff Blitz

• Chinese Plastics Factories Face Mass Closure As U.S. Ethane Supply Evaporates

On Wednesday, new data from Port Optimizer, a tracking system for vessel operators, showed that scheduled import volumes into the Port of Los Angeles are set to decline sharply beginning on Sunday...........more....