๐ฅ $BEAT ALERT โ GLOBAL TRADE IS FLIPPING FAST ๐ฅ
๐จ๐ฆ The U.S. is quietly flooding itself with Southeast Asian imports โ tariffs or not.
๐ In Q3 2025, inbound goods from Southeast Asia exploded +25% year-over-year, smashing records at ~$40B on a rolling 3-month basis ๐ฃ
๐ป๐ณ Vietnam is leading the charge
โก๏ธ Imports surged to ~$18B, the highest level EVER โฑ๏ธ
โ ๏ธ And yes โ this happened despite heavy tariffs
โข Initially slapped near 49%
โข Later bargained down to roughly 20%
๐ Meanwhileโฆ
๐จ๐ณ China just got hit hard
โก๏ธ Shipments to the U.S. collapsed ~40% YoY in the same quarter ๐
๐ธ Why the shift? Simple math.
Southeast Asia undercuts U.S. & EU production by 20% to 100%, even AFTER tariffs ๐ณ
๐ญ Corporations are rerouting supply chains through SEA nations to sidestep Chinaโs 37% retaliatory tariff ๐
๐ The result?
๐ Trade diversion from China just smashed a new peak at $23.7B in September alone
๐ U.S. trade routes are being redrawn in real time
๐ฌ Drop your take, repost if this matters, and keep your eyes open โก
โค๏ธ Appreciate the support
#GlobalTrade #SupplyChainShift #TariffWar #MarketNews #MacroMoves
