From CNBC.com. Interesting take from Apollo Global:
"April 2: Tariffs announced, containership departures from China to U.S. slowing
* Early-to-mid May: Containerships to U.S. ports come to a stop
* Mid-to-late May: Trucking demand comes to a halt, leading to empty shelves and lower sales for companies
* Late May to early June: Layoffs in trucking and retail industries
* Summer 2025: recession"
CNBC put the Document link in the article and it's worth a read IMO. [https://www.cnbc.com/2025/04/28/empty-shelves-trucking-layoffs-lead-to-recession-in-apollos-trade-war-timeline.html](https://www.cnbc.com/2025/04/28/empty-shelves-trucking-layoffs-lead-to-recession-in-apollos-trade-war-timeline.html)
