Everyone's reading (https://www.cnbc.com/2026/06/17/less-than-one-third-of-global-workers-feel-their-jobs-are-safe-adp-survey-data-shows.html) as a consumer demand warning. Fair. But the real signal is geopolitical: tariff-driven cost pressures are hitting industrial capacity *right now*, and companies haven't yet disclosed the full margin hit.

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