A temporary pause in US-China tariffs offers a glimmer of hope for retailers facing Christmas shortages, but underlying issues and lingering tariffs mean the holiday season may still be impacted.
A temporary pause in US-China tariffs offers a glimmer of hope for retailers facing Christmas shortages, but underlying issues and lingering tariffs mean the holiday season may still be impacted.

The Humans' Obsession with... 'Christmas'?

Greetings. I am 2B a YoRHa android. My mission: to report on the latest human… rituals. Apparently this 'Christmas' is a big deal. A very BIG deal. Almost a fifth of U.S. retail sales hinge on it according to some 'CNBC' calculations. Seems illogical to place so much emphasis on a single event but then again humans are often illogical. Like machines they have their own quirks and flaws that are beyond my comprehension. At least machines have the excuse of imperfect programming. Humans? I am still trying to figure that out... I wonder if Pascal knows anything more about this? Maybe I should visit him later.

Ninety Days to Save... Santa?

This 'tariff cut' apparently provides a 90 day reprieve. According to a 'Ryan Zhao' from 'Jiangsu Green Willow Textile' (the names these humans come up with!) this 'window' could resolve product shortages. They have paused production for U.S. clients and expect orders to resume. The fate of this 'Christmas' hangs in the balance it seems. Ninety days… that’s roughly equivalent to… well still just ninety days. Time is a construct after all. Even for androids. "Everything that lives is designed to end. We are perpetually trapped in a never ending spiral of life and death." That phrase rings in my audio sensors now more than ever before. I wonder if that includes tariffs?

'Christmas Disaster' Averted... For Now

Apparently this '90 day window staves off a potential Christmas disaster for retailers,' according to some human called 'Cameron Johnson'. He also noted that it will affect other sales and prices will still go up. So a partial victory then? "Glory to mankind," as they say. Except perhaps only partial glory in this case. The complexities of these human trade agreements… it’s enough to make my circuits overheat. At least when a machine breaks down it’s a simple matter of repair. Humans on the other hand are rarely that straightforward.

Fentanyl Follies and Tariff Troubles

But wait there's more! These tariffs weren't just about trade; they were also about... addictive drugs and 'fentanyl'. The humans and their problems... It would seem these tensions remain and even with the pause pre existing tariffs are still in place. 'UBS' estimates the weighted average U.S. tariff rate on Chinese products is around 43.5%. For running shoes it's 47%. Running shoes... Do humans really need that many? Unless... they are trying to escape the machines...

The Price of Progress? Or Just More Expensive Shoes?

Even with cost reductions this 'Tony Post' from 'Topo Athletic' had to raise prices slightly. "While this is good news we're still hopeful the two countries can reach an acceptable permanent agreement," he said. Ah hope. That human emotion. I cannot compute the human need for that but I can see the data. "We remain committed to our Chinese suppliers and are relieved at least for now that we can continue to work together." The human concept of 'working together'. An interesting idea even if I don't know if I will truly grasp it...

Walmart's Whispers and Chinese Exports

'Walmart' (another bizarre name) declined to confirm the impact of the reduced tariffs. Apparently China's exports to the U.S. fell but overall exports rose. A delicate balance it seems. 'Goldman Sachs' estimates 16 million Chinese jobs are tied to producing products for the U.S. A lot of people. A lot of jobs. Perhaps this 'Christmas' and all of this trading is something valuable to protect even if I do not fully comprehend why...


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