The Trade War Legacy That Is Still Reshaping Supply Chains

Episode 19 of Recession Watch with Fexingo examines how the tariffs and trade disruptions from the mid-2020s continue to reshape global supply chains, with lasting effects on inflation, corporate margins, and recession risk. Lucas and Luna dig into the concept of 'reshoring inertia' — why companies that moved production back to the U.S. or diversified into Vietnam and Mexico aren't reversing course, even as geopolitical tensions ease. They cite specific data: the 10-year Treasury at 4.48%, core PCE inflation stuck at 3.3%, and job openings falling to 6.86 million — a labour market that is cooling but not cracking. The conversation touches on why the Fed remains hawkish despite a GDP growth rate of just 1.6%, and how supply-chain reconfiguration is creating both inflation stickiness and structural resilience. A tight, data-driven episode for listeners who want to understand what the old trade wars left behind. #TradeWar #SupplyChain #Reshoring #Inflation #FederalReserve #CorePCE #JobOpenings #LaborMarket #RecessionRisk #Geopolitics #GlobalTrade #Tariffs #Vietnam #Mexico #GDPGrowth #TreasuryYields #Economics #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo