U.S. GDP Growth Set to Blow Away Expectations

Americans are going to spend their money somewhere and it looks like a lot more of it will be spent in the United States. This will cause a decline in imports. Under GDP accounting formula, a dip in imports translates into higher GDP growth.

Also, companies that took hold of the nationalist zeitgeist and pushed for domestic production could win big here. Companies that stuck to global supply chains may be out of luck.

CBS: Shortage In Chinese Products Could Mean Empty Shelves In U.S.
“Literally, empty shelves in Target and Walmart as early as April,” predicts David Iwinski, a local China business consultant who once ran a factory in China.

...Other product shortages are expected in clothing, computers, cell phones, shoes and even toys.

So when might this be over?

“We think August, September, this will be a memory,” predicts Iwinski.

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