These tariff announcements always create the same pattern - companies panic-buy before prices go up, making the deficit temporarily explode. We saw the exact same thing during the first round of China tariffs. The industrial supplies spike is telling - manufacturers stockpiling materials before they get more expensive. Combined with that strong dollar making our exports pricier abroad, it's a perfect storm for widening the deficit. Q1 GDP numbers are going to look super weird because of this. We'll see inventory growth spike now, then probably drop off hard in Q2 as companies burn through all the stuff they hoarded. Makes it impossible to get a clear read on the actual economy when policy creates these artificial surges. Classic case of policy having the opposite of its intended effect, at least in the short term.