From what I’m reading, the troubles should start to pick up now; harbors being quieter, truckers not having work, … Are any shortages noticeable yet?
ETA:
Source: https://paulkrugman.substack.com/p/trump-is-a-virus
Businesses have been filling their inventories. That’s ending now. Economic pain in terms of job losses should accelerate now. It will still take up to a few weeks before inventories run empty, and the full impact hits consumers. Even a full reversal of Trumpism couldn’t prevent knock-on effects that last into next year.
The question is, is this just confident distancing from the overhype and fear-mongering, or is this a head-in-the-sand approach to a severe calamity? Can we know before it actually hits?
Would you rather over-plan for it, or under-plan?
Distancing but no head-in-the-sand: again, there will be problems and if I could change some investment or stock something to help me in the near future, I’d do, but I think it will have marginal impact on me. The most impacted will be people not having the chance to plan anything, and their problems will reflect to anyone else