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🧵 WHAT YOU'RE NOT HEARING: The Chinese cannot replace the U.S. market. Without it, the Chinese economy collapses.
Here's why.
A thread...
Here's why.
A thread...
2/ Here's the shocking truth: China's entire economic miracle was built on ONE thing - being America's cheap manufacturing hub.
But they forgot something CRUCIAL...
But they forgot something CRUCIAL...
3/ The "Chinese miracle" playbook was simple:
• Open markets to the West
• Offer dirt-cheap labor
• Ignore safety standards
• Let Western companies rake in profits
This worked for decades. But China forgot something crucial: others can do this too.
• Open markets to the West
• Offer dirt-cheap labor
• Ignore safety standards
• Let Western companies rake in profits
This worked for decades. But China forgot something crucial: others can do this too.
4/ 🔥 MASSIVE MISCALCULATION: Beijing thought the American leaders they made rich would protect them forever. They believed these corporate puppet masters would never let the US stand up to China.
WRONG. Along came Donald Trump, who owes them nothing.
WRONG. Along came Donald Trump, who owes them nothing.
5/ RIDICULOUS: The numbers don't lie
• US exports to China: $143.5B
• Chinese imports to US: $438.9B
They flood our markets while closing or restricting THEIR markets.
But Trump said: NO MORE
• US exports to China: $143.5B
• Chinese imports to US: $438.9B
They flood our markets while closing or restricting THEIR markets.
But Trump said: NO MORE
6/ Meanwhile, countries like India, Vietnam, and Bangladesh are CELEBRATING. They're ready to take China's place, AND open their markets to the U.S. - and Trump's willing to deal.
7/ HERE'S what the Enemedia WON'T tell you:
Chinese exporters are PANICKING
• Abandoning shipments mid-voyage
• Factory orders FROZEN
• Container volume DOWN 90%
And this is just the beginning. China can't replace the U.S. market that made it rich.
Chinese exporters are PANICKING
• Abandoning shipments mid-voyage
• Factory orders FROZEN
• Container volume DOWN 90%
And this is just the beginning. China can't replace the U.S. market that made it rich.
8/ 🏭 Reports flooding in:
• Factories shutting down
• Amazon canceling orders
• Stores closing
• Warehouses overflowing
The house of cards is falling. But the Enemedia gives you nothing but Chinese propaganda.
• Factories shutting down
• Amazon canceling orders
• Stores closing
• Warehouses overflowing
The house of cards is falling. But the Enemedia gives you nothing but Chinese propaganda.
9/ CRUCIAL FACT: America buys 3X more than Japan (China's next biggest customer).
Without us, they're FINISHED. And they were already on the ropes.
Without us, they're FINISHED. And they were already on the ropes.
10/ Will this affect US consumers? Sure, briefly. You might struggle to find cheap plastic junk for a few months.
But other countries will step up. And TRILLIONS in new investment are flowing into America, while countless factories LEAVE China.
But other countries will step up. And TRILLIONS in new investment are flowing into America, while countless factories LEAVE China.
11/ The bottom line: China picked a fight they can't win. While America adjusts, the CCP will face the consequences of their refusal to truly open their own markets, or to abandon aggression against their neighbors.
Game over. The decoupling is under way.
Game over. The decoupling is under way.
12/ I talked about this with @cvpayne on @FoxBusiness this week. Don't miss the interview, or the accompanying extended analysis.
And while you're there, sign up for your FREE or PREMIUM subscription to The Rod Martin Report.
And while you're there, sign up for your FREE or PREMIUM subscription to The Rod Martin Report.
