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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: commonone ✹✹  😊 😞
Number: of 84350 
Subject: Structural Goods Recession
Date: 11/21/25 2:33 PM
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The U.S. freight market is starting to roll over as Chinese trade plummets.

"We are now forecasting nearly a 16.6 percent year-over-year decline for U.S. imports in December, after a 12% decline in Q3," said Ben Tracy, vice president of strategic business development at real-time container tracking platform, Vizion. "There is no bounce back in sight," Tracy said.

Retailers and manufacturers have put a pause on robust freight orders because of fears of a consumer pullback due to food and consumer product inflation. The picture from retail earnings this week has been mixed, with downbeat reports from Home Depot and Target but strong results from Walmart, which said more consumers are focused on value, and more of it sales are coming from upper-income shoppers.

"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.

Hats off to the Teamsters, truckers and freight workers who voted themselves into a "structural goods recession" by their 2-to-1 support for Trumpedo. Hope they're enjoying their van truckloads down 11% year over year, refrigerated truckloads down 7% year over year, and flatbed truckloads down 3% year over year.

msn.com - This is a structural goods recession u s freight market is starting to roll over as chinese trade plummets
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This community has written 84,309 posts about US Policy. The article-length ones it recommended most:
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