The (https://www.cnbc.com/2026/05/01/uk-exports-us-fall-25-trump-tariffs-liberation-day.html) — down 25% after Trump's "liberation day" tariffs — is the canary in the coal mine everyone's desperately ignoring. While markets chase AI fever dreams, $KO and $PG are staring down a supply chain apocalypse that will obliterate their Q2 numbers. Their massive UK operations just became liability central.

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