Purchasing Surge Prior to Tariffs

In March, companies rushed to make purchases of durable goods in advance of tariff implementations. Durable goods experienced a 9.2% increase, about nine times the increase in February, and six times the forecasted increase for March. Non-defense aircraft and parts surged 139%, accounting for the majority of this increase, followed by transportation equipment, automobiles and appliances. 

The increase within the durable goods industry for April will be interesting, as the 90 day pause on tariffs most likely halted this surge. It will be intriguing to analyze the future impact this may have on companies financially. Did companies increase their debt load significantly in an attempt to save money in the long run? If so, how will the sudden increase in debt impact operations? These are questions that not only companies need to consider, but investors as well. The ripple effect of Tariffs is much more significant than some may recognize, and uncertainty during the current 90 day pause is adding fuel to the fire. 

https://www.cnbc.com/2025/04/24/orders-for-big-ticket-items-like-autos-and-appliances-surged-9point2percent-in-march-in-rush-to-beat-tariffs.html