Ryan Petersen
speaker
290 appearances
2 recordings
1 series
first heard Nov 2025
last heard 6 Aug
Ryan Petersen’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
But um if you look at the movement of goods, it's freight freight movements are way down in the economy.
Um some of these leading indicators, you know, the volumes of at the ports are down quite a bit, especially from China.
Which is our biggest import partner on from an ocean standpoint, down about twenty percent year over year.
Mm-hmm.
So
Now, ironically a goods recep a recession in goods might actually decrease prices because it gets very competitive and brands, you know, they're they they have to accept less margin and they'll s start selling stuff cheaper.
So it's it's always a very complex dynamic to just depend down to one metric.
Yeah.
Well you have to remember that the tariffs were paused on Rest of World and there was a hiatus and it didn't really come live until the end of August.
So th this is pretty new.
Yeah.
And it does take these time brands time to decide their positioning, their pricing strategies, what to pass through.
The other thing is that we've seen just a huge rise in fraud.
And our analysis, we're gonna publish soon, but our analysis is that around 10% of all freight that's coming into the United States from China has shifted terms to where the Chinese companies are importing it into the US instead of the American companies importing.
Wow.
And it's a subtle distinction, but the United States is the only country in the world where foreign countries can import goods into the country.
other country on earth you need to have an entity, foreign companies.
We're the only place that allows foreign companies to import goods.
Every other country in the world, you need to have an entity as it could be wholly owned.
as a foreign company, but you have to have an entity that serves as the importer.
Showing 181–200 of 290 · page 10 of 15
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