One potential explanation..
Threaten tariffs so the market buys kit now before the prices go up which makes it look like the market is buoyant.
Then delay tariffs until wholesalers have stocked up for Christmas which keeps the supply level high and consumers can spend in the run-up to Christmas.
Then once tariffs are in place (after domestic electronics firms have had time to adjust their supply chain), people will buy US due to the price differentials on imported kit.
Biting the hand that feeds IT
