> The day the tariff goes into effect is after vast amounts of on-shore stock has already landed
Tariffs took effect in February 2025. We saw CPI go up 2.7% in 2025 and 2.5%/4 in Q1 2026 so I'm skeptical of the inventory lag theory. Maybe we're stressing some other part of the economy and gearing up for catastrophic failure, but I don't see that in the economic data.
> If you live in the US
I live in the US. Gas prices spiked in 2024 and prices went up, gas prices went down and CPI leveled off, tariffs started in 2025 and CPI remains stable. Maybe tariffs are cutting into some drop shipper's profits but I'm definitely not paying for it.