I imagine this could cause a shortage in some manufactured goods at our end.

No its not. Their economiy is built on smoke and mirrors. We are still the end destination for many of their products, and that they cannot escape from.

I was a little surprised our markets went up the last couple of days. The explanation I heard is that the financial markets were calmed by the weak sanctions from Obama. I am guessing some foreign money is coming in thinking Wall Street is more stable than Russia or China or any other markets. Surprise...Its not.