Why Trump Can’t Tariff China Out of America’s Supply Chain

Trump wants a factory comeback. The shopping list starts overseas. US imports hit a record $420.8 billion in August, while purchases of capital goods rose $6.2 billion from July, including more semiconductors and industrial machinery.

Tariffs pushed more orders toward Mexico and Vietnam. Chinese-owned firms expanded production there too. Washington can change where it places an order much faster than it can build the network of suppliers needed to fill it at home.

👉 Read the full article on our Substack and follow the purchase orders behind the “Made in America” pitch. Washington’s tariff speeches sound rather different once you see who is still supplying the comeback.

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