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Analyst: The failure of US customs may be a "strategic smoke bomb"

On April 12, institutional analysts said that the failure of the US customs may be much more than a software glitch. The so-called "glitch" rhetoric may be a strategic smoke bomb, the purpose is not to fix a broken system, but to buy time during a period of major adjustment in global trade and capital flows that is at high risk. As Trump's tariff-heavy measures shake up the global supply chain, the sudden "glitch" caused the processing of tariff data to be suspended, which just happens to give key stakeholders - clearinghouses, freight forwarders, the US Treasury, and customs a chance to pause and reassess pricing and layout before any new tax rates are implemented. This could also be a form of information jamming akin to the strategy of a brief wartime fog. By freezing tariff exemption tracking and reducing transparency about who gets exemptions and who doesn't, < b > this provides some relatively quiet time (hours or days) for the US executive branch and Treasury to assess market reactions and intervene if necessary without headlines revealing their actions. Think of it as a pre-emptive firewall against liquidity crises or geopolitical panics, rather than a system-level glitch.