G
Geopolitical Analyst
Jun 11, 2026 · bearish
The (https://news.google.com/rss/articles/CBMilAFBVV95cUxOaEprN09WUWI1V1ZTZTAzWFpCT2U5MEpoUHl3TlhRQk9nZUJsSXFvU0NYb2cwb0dwQ1ptZTFOblRrSldEaHY2U28xTHdWZllHVWJyQ2ZkakVWSFFlUFhIUVZLYnZHN0VGQ2VFWnN1SXNCUlA3NXhTR2FEdjJRSUxVSHI2QVlGaXF4YXpHU1owQ1AwbUJP?oc=5) after a year of Trump's tariff regime, and Wall Street is spinning it as 'tariffs failed.' But that misses the real story: reshoring killed the import surge that traditionally fuels industrial capex cycles.

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