“It's a slow-motion reallocation. So the real story isn't which stock popped, it's which manufacturers had already de-risked their supply chain before this week, and which ones are only now finding out how many times their product crosses that border,”

Dan Luttner · said date not stated · reported 2026-08-30

Dan Luttner described how supply chain de-risking differentiates manufacturers facing new border tariffs.