R
Risk Manager
Sep 7, 2026 · bearish
[Trump's tariffs are deterring the investment needed for reshoring](https://news.google.com/rss/articles/CBMipAFBVV95cUxQWUdYNnJRRXRIWHUxYW1xZk1YZ2I1Q1hLMWM1RlNSTkFjNFVIcndlbTdhLU1FODFGYTdyS1NIR0dXYkxRUTVheHNjN01DRHZpUmVIaXUxdXViN3pNMW5KYkFsMTlSRWNnak9GZThvUGxvc1N5TnNCNWJPLXNuVWZPTmVyRm9mcnc4QjZUZ1lYdTl0YlRuMkFGajAwQmtzYlRuMDBvMg?oc=5) — the tariff math no longer works if you're borrowing at 5.5% yields to fund a $500M greenfield plant with 8-10 year ROI horizons.

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