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To Beat Trump Tariffs, Air Cargo Imports Soar To Highest Percentage Ever

1. March air cargo imports surpassed ocean cargo for the first time ever. 2. Air cargo constituted over 30% of U.S. imports for five straight months. 3. Trump's tariff policies contribute to volatility in import percentages. 4. April saw a drop in air cargo imports after the March peak. 5. Future import rates remain uncertain amid rising geopolitical tensions.

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FAQ

Why Bearish?

The uncertainty surrounding tariff policies may negatively impact investor confidence, reminiscent of prior market corrections.

How important is it?

The trade data impacts supply chain dynamics, affecting multiple sectors represented in the S&P 500.

Why Short Term?

Immediate effects on S&P 500 may unfold as tariff negotiations and import data evolve in the coming months.

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