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RE: When will the supply shock hit American shelves?
Next week Los Angeles will experience the impact of the near zero trade with China (apart from electronics).
Exciting! I don't have enough expertise to predict anything (aside from a drop in supply and rising prices for some goods — but which ones? poorly informed about the details of the China–US canceled trade)... So... just eating popcorn and watching things unfold from Southeast Asia.
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The goods impacted are things like kitchen utensils, anything plastic, also the tools and other stuff you find at Home Depot.
So, it looks nothing too critical for the general audience but some businesses will be negatively affected, no doubt.