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Comment on Bond rout starting to sound market alarm bellsparent

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I think the strategic angle is important, but I doubt it's part of a long-term plan to start a war with China. I think the more likely concern is that if the US becomes too dependent on Chinese manufacturing, China could impose sanctions on the US to control US foreign policy.

And a similar concern applies if the US lacks the manufacturing capability to wage wars with its own resources. Something we already saw that when we ran out of ammo because of the war in Ukraine.

Thanks, that's probably a more sober and probable assessment. It could make sense for reducing potential Chinese leverage over US. I think if the point were to shore up defense-critical industries, though, then direct support for those industries would make more sense and be considerably less disruptive than these tariffs.

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