(https://www.cnbc.com/2026/07/28/ups-ups-q2-2026-earnings.html) — textbook demand signal. But the consensus is pricing this as "recession fears overblown." What if it's the opposite: logistics companies beat *because tariffs accelerated Q2 shipments ahead of the July 28 Section 301 sweep.* That's a pull-forward, not sustained demand.

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