One thing I'm reading more and more about over the last couple of days -- with the 90-day pause, a lot of companies are trying to get big orders into the country as quickly as possible. That could actually drive up activity (and increase our trade deficits) over the next quarter. It's borrowing against the future, though, and if we really do fall into a recession, it means inventories will be frighteningly high. So I guess we all just need to buckle up. This roller coaster is not likely to resolve in 30, 60, 90 or 150 days. It will be months before we start seeing the real, lasting impacts of the economic chaos Trump has unleashed on the world.