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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Brad Setser‏ @Brad_Setser Apr 6
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      This sort of surprised me -- U.S. imports from China in the HS category that includes ventilators (and other respiratory machines, including oxygen machines) haven't been significantly impacted by the trade war. 1/xpic.twitter.com/4RbMLZ4nG6

      2 replies 10 retweets 23 likes
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    2. Brad Setser‏ @Brad_Setser Apr 6
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      Imports from all sources were actually rising in HS 9019 and 9020 (9019 is a bit broader than ideal, it includes some non respiratory related equipment) 2/xpic.twitter.com/MgNSZmNXm3

      1 reply 0 retweets 0 likes
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    3. Brad Setser‏ @Brad_Setser Apr 6
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      There is a contrast between imports of 9018 to 9020 (9019 includes some additional medical and surgical instruments) were imports from China have continued to rise and say non-auto related engines (in the 8407-8409 category) where there is an obvious trade war impact. 3/xpic.twitter.com/bohXH3wMyy

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    4. Brad Setser‏ @Brad_Setser Apr 6
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      Am sure a more detailed analysis would produce more insight into what is going on, but on first glance I didn't find what I expected ...

      2 replies 0 retweets 0 likes
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    5. Molson Hart‏ @Molson_Hart Apr 6
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      Replying to @Brad_Setser

      Maybe there’s no alternative cheap source.

      1 reply 0 retweets 0 likes
    6. Brad Setser‏ @Brad_Setser Apr 6
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      Replying to @Molson_Hart

      and looking at Chad Bown's data more closely it seems two other things are true -- ventilators weren't tariffed and the 7.5% list (most PPE) didn't have much of an impact total imports of medical equipt from China are up 19 v 17, and so are imports from the RoW (more so)

      1 reply 1 retweet 0 likes
    7. Molson Hart‏ @Molson_Hart Apr 6
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      Replying to @Brad_Setser

      Hmm...healthcare is a weird industry. Maybe the buyers are not price sensitive.

      1 reply 0 retweets 0 likes
    8. Brad Setser‏ @Brad_Setser Apr 6
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      Replying to @Molson_Hart

      last round of tariffs (15 to 7.5) only in q4 more or less, and more or less offset by CNY moves since 17 ... seems fairly easy to explain within standard non healthcare econ (tho healthcare is strange)

      1 reply 0 retweets 1 like
      Molson Hart‏ @Molson_Hart Apr 6
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      Replying to @Brad_Setser

      We bought a product that had the same tariff profile. Wasn’t worth the trouble of finding another source.

      6:06 PM - 6 Apr 2020
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