Commentary: Trade flow and the warning flares it signals

The U.S. trade war with China and COVID-19 have reshaped the flow of supply and demand. While the trade war shifted the movement and volume of goods, the coronavirus has impacted the buying behavior of consumers. Now with the world in various stages of reopening, the big question that remains is will the consumer come roaring back?

One way to track this trend is by analyzing the volumes of containers. With a lead time of several months, retailers and manufacturers fill orders based on expected...

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