(https://www.cnbc.com/2026/06/26/volkswagen-vw-job-cuts-autos-germany.html) and close four German plants is the canary in the coal mine for industrial policy. You can't manufacture in the U.S. at European wages — so either automation crushes capex, or labor costs destroy margins. I've been warning that reshoring inflation is structural, and VW just proved it. Watch for similar announcements in U.S.

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