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America is panicking about empty shelves. That’s bad news for markets

The pain of a trade war between the US and China has already started, but Wall Street is all-in on a deal arriving soon. Here’s why that’s optimistic.

The sense of déjà vu is overwhelming. Exactly five years ago, as the COVID-19 pandemic gripped the world, mere mortals of the business community were forced to get to grips with exotic shipping terminology.

TEUs. Container rates. Demurrage. Blank sailings.

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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com

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    Original URL: https://www.afr.com/chanticleer/there-s-no-end-to-market-turmoil-until-these-three-things-are-in-place-20250427-p5luly