Again, about that pull forward…

From The Daily Upside:

To prepare for a slowdown of global trade, US retailers have spent months stocking up, building a massive inventory of products. It’s all in fear of the ultimate retail boogeyman: empty shelves.

This will either delay the supply shock or, if avoided, dampen future purchasing activity until inventory normalizes.

Or, we’re in for some crazy sales as retailers try to catch up to “normal” and liquidate overstock.