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What is the tariff play here?
>CN, BR, RUS get tariffed
>The entirety of ASEAN picks up the slack, which leads to a boom in their economy, American's can't/won't even tell the difference.
>US attempts to domestically re-shore manufacturing but suffer capital struggles
>To alleviate the capital struggles, the fed lowers interest rates, making it easier for businesses to borrow money and re-shore manufacturing
>US suffers labor shortages because not enough gen Z
>US alleviates immigration policies to make up labor shortages—but unironically.
>US eases regulation on robotics growth, picking up the labor shortage slack
>American wages still suffer because American's are still competing with ASEAN when it comes to manufacturing.
What exactly is missing here?
