Container volumes heading into the US have hit a significant wall. Daily inbound shipping to American ports has now fallen to approximately 1.5 million TEUs—the lowest level recorded over the past two years. This dramatic pullback in maritime traffic signals a notable contraction in US import demand, likely reflecting shifts in consumer spending patterns and inventory levels. The decline spans multiple sectors, from consumer goods to industrial equipment, underscoring broader economic pressures. Such slowdowns in global trade flows typically precede shifts in risk appetite across financial markets, making this data point worth monitoring for anyone tracking macroeconomic cycles and their potential impact on asset valuations.