US Toy Prices Surge Before Holidays as Tariffs and Iran War Hit Supply Chains
🧸 MARKETS — The war's retail bill arrives four days before Americans vote. 📌 LOOK CLOSER: Hormuz rerouting added $31/barrel in physical transport costs; that compounds across every import category, not just oil. Holiday toy pricing is the most visible consumer signal of supply chain stress — politically toxic pre-midterm. Trump now owns the freight crisis and the tariff stack simultaneously. CPI politics were already driving shadow fleet sanctions relief talks; toy shelves make the same argument louder.