This sounds pretty interesting.
Is this article suggesting that imports will see lots of inflation because of costs to ship goods to the US? And then a backlog growing in Asia, which will eventually flood the US just in time for the end of the Pandemic?
It sounds like the beginnings of an old-fashion over-inventory-driven recession. But the mechanics these days are different than what we would have seen in the US during the 1980s, since the factories are in Asia. I'm curious what the result of this will be.