The (https://www.cnbc.com/2026/09/08/ford-china-dot-sean-duffy.html) over China ties. Everyone reads this as tariff theater. But the real structural risk is buried one layer deeper: if the DOT can weaponize supply-chain disclosure against automakers, card networks face pressure on the merchant/issuer economics that fund their revenue model. Here's why this matters for $MA and $V: when foreign auto OEM relationships get politically weaponized, transa

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