Consumers Not Front-Running Tariffs

Consumers did not front-run tariffs, which is seen as a positive for the economy. Retail sales data and household financial situations support this claim. Businesses stocking up on inventory is actually a bullish signal. Overall, consumer spending remains stable and demand is not being pulled forward.

Impact of GDP contraction on US economy due to import surge

The recent GDP contraction in the US was not due to collapsing consumer demand but rather a flood of imports driven by businesses front-running tariffs. This front-running is seen as a positive sign for future sales and economic growth.