Port container volumes and rail carloads. Import demand and tariff front-running visible at the docks.
What to watch: LA/Long Beach TEUs; AAR carloads. It arrives weekly, and the effect typically lasts weeks.
It sits in tier 3 — Flows and mechanics: Moves prices without changing anything fundamental, on horizons from hours to weeks. Who is forced to buy or sell, and when. Ignore this tier and market moves will regularly look inexplicable.
Its neighbourhood
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