1426 ET - Investors should be closely watching inventory levels as companies navigate quickly changing tariff policies, Morgan Stanley analysts say in a research note. "Companies began pulling forward inventory orders at the start of the year to get ahead of possible tariffs, realizing they were high on the Trump administration's agenda," the analysts write, noting a spike in imports of consumer goods during 1Q. They note, though, that demand for industrial warehouse leases has remained flat, signaling that inventory is being stockpiled as a temporary measure rather than for the long haul. The analysts have additionally been watching container traffic departing China to the U.S., which surged ahead of tariffs and has since fallen off. (connor.hart@wsj.com)
(END) Dow Jones Newswires
May 13, 2025 14:26 ET (18:26 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。