StockDuty Jun 17, 2026 03:21 PM ET
CatalystMacro

China Beige Book is right. The US has reduced its reliance on China for final assembly. That's it. Starting to make a real effort on critical minerals but not doing much on any of the other vector

China Beige Book is right. The US has reduced its reliance on China for final assembly. That's it. Starting to make a real effort on critical minerals but not doing much on any of the other vectors of supply chain vulnerability. 1/2 https://t.co/UD3rhiQLaT — via @Brad_Setser
China Beige Book confirmed US reduced China assembly reliance, began critical minerals, but neglected other vulnerabilit
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