CompStat: Impact of Tariffs on Retail, Amazon’s Expansion, and DOGE Portfolio Insights in Philly and D.C

Economic News Updates

CompStak is tracking several key economic sets to understand:

The impact of  tariffs:

• The retail inventories to sales ratio remained at 1.3 in February, indicating retailers have enough merchandise on hand for 1.3 months. February marked the 11th consecutive month that the ratio read at or above 1.3; future months could show a jump as retailers stockpiled to avoid future tariffs;
  
  
• While the Port of Long Beach was the nation’s busiest in March and saw a 25% increase in total TEUs handled over March 2024, the Port of Savannah achieved record-breaking growth, handling nearly 534,000 TEUs, 22.5% up from a year ago; moving forward the West Coast ports are anticipated to show a decline amid tariff pressure on goods originating from Asia.

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RSK: Good information on this topic. Dane County Regional is trying for International status, which may increase cargo flights to MSN. In turn, this will drive the value of the property surrounding the airport.