Log-in here if you’re a member with access to the Closer. The US goods imports composition has shifted to a shocking degree over the last two and a half yearsLog-in here if you’re a member with access to the Closer. The US goods imports composition has shifted to a shocking degree over the last two and a half years
The Closer – Weighting, Expectations, Logistics Looking Up – 7/7/26
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- The US goods imports composition has shifted to a shocking degree over the last two and a half years as imports of semiconductors, computers, and accessories have more than tripled.
- One year consumer inflation expectations have risen to their highest level since September 2023, despite big drops in categories like food and gas.
- Logistic managers have reported robust industry conditions in part due to prices rising at some of the fastest paces on record.
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The post The Closer – Weighting, Expectations, Logistics Looking Up – 7/7/26 first appeared on Bespoke Investment Group.Market Opportunity
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