How Tariff Retaliation Is Reshaping US Export Industries

The US has proposed sweeping tariffs on 60 economies over forced labor trade practices. But what happens when those economies retaliate? Lucas and Luna examine a specific case: the agriculture sector, where retaliatory tariffs have historically hit hardest. They look at the 2018-2019 trade war playbook, where US soybean exports to China fell by 74% in a single year. Now, with the dollar index at 100 and still strong, US exporters face a double squeeze. The hosts walk through how tariff retaliation could reshape exports in machinery, aerospace, and agriculture. They also discuss why the official trade deficit numbers may not capture the full damage, since retaliatory tariffs depress export volumes before they show up in monthly data. A must-listen for anyone tracking US trade policy in 2026. #Tariffs #Retaliation #TradeDeficit #USExports #Agriculture #Soybeans #DollarIndex #TradePolicy #Exports #Imports #Manufacturing #Aerospace #Machinery #SupplyChain #Economics #FexingoBusiness #BusinessPodcast #TradeDeficitPodcast Keep every episode free: buymeacoffee.com/fexingo