Cardboard box shipments (a leading indicator of goods being purchased and shipped) have fallen off a cliff in recent data, indicating that actual consumer goods purchases are declining sharply despite stable headline retail sales.
factualpending
Speaker
John LoderingEvidence Quote
“you got uh even just on the on the ground indicators like cardboard box shipments you know most things that people consume today is not walking into a retail store but going on Amazon and getting a cardboard box shipped to you and they've fallen off a cliff [1:00:34]”
Created: 8/12/2026, 6:42:20 PM
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