The "reality" of the trade conflicts was driven home to me yesterday as I passed the Harbor of NY---which is actually in Bayonne NJ.
The number of stored containers has exploded----I could not even begin to estimate the number sitting there!
Added in edit:
I made this comment to one of our purchasing managers and he told me this is driven by huge amounts of product coming in prior to imposition of tariffs and many of those containers are still full!