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Tariff Storm Eases? US Companies Shift from Policy Anxiety to Workforce Crisis
【Coinpush】The US Federal Reserve CEO recently revealed an interesting signal: after a year of trade policy turbulence, market tension is beginning to ease.
The trade policies implemented after returning to the White House were indeed aggressive—starting with a 10% import baseline tariff, followed by additional tariffs targeting specific countries and industries such as automobiles. Companies once fell into serious uncertainty and panic.
But now the tide is turning. According to signals from various sources, the global tariff baseline may stabilize around 15%. For companies previously suffocated by tariffs, this is undoubtedly a reassurance. The market’s extreme pessimism is receding.
Interestingly, as the shark of tariffs gradually recedes, a more insidious catfish emerges—the uncertainty of labor shortages and immigration policies. Currently, the focus of American companies’ anxiety has shifted to these two issues, which may have a longer-lasting and less predictable impact than tariffs.
The real killer move is the labor crisis, which senior corporate executives have already reflected in the distribution of chips on the chain, but retail investors haven't realized it yet.
The current question is whether this wave of expectation correction will become a trap for the next round of capital flow. Keep an eye on the movements of the whales.