Something that never gets explained clearly enough in all the tariff debates: tariffs are not paid by China or any other exporting country.
The American importer pays the bill at the border. They pass the cost to the wholesaler, who passes it to the retailer, who passes it straight to you. A Federal Reserve study actually confirmed that nearly 100% of the tariff costs land on domestic consumers.
What’s even less talked about is the retaliatory side. It compounds the damage in both directions at the same time: American consumers pay more for imports while American exporters lose foreign market access when other countries hit back with their own tariffs.
I went pretty deep on the full mechanism, which sectors have historically benefited (and which ones got wrecked), plus three data-backed moves that actually make sense for the current cycle. If you’re interested, here’s the video: https://youtu.be/I7xa9fG7arA
Source: desertstorm_152