US buying frenzy a contrast to European market serenity

In a typically English and understated way, one analyst thinks the US import market behaviour is “odd”, while another observer said, “we’re in unprecedented territory”, and a third says it’s normal for the US.

No-one had bet on the US consumers entering into such a spree and retailers ordering en masse but analysing the US consumer phenomenon has some analysts scratching their heads, particularly with the European market still seemingly on a go-slow.

Analysts cannot agree about the current...

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