So here's the deal with the current administration's manufacturing push – the whole "bring factories back home" thing? Not exactly delivering the renaissance they promised.

But here's what IS happening: America's actually cutting ties with Chinese suppliers. Import numbers don't lie. The sourcing map is shifting, even if those new factory jobs haven't materialized yet.

This matters for markets. Supply chain reshuffling means capital reallocation. Trade tensions create volatility. And when traditional finance gets shaky, alternative assets start looking interesting to institutional players.

The protectionist playbook might not rebuild Detroit, but it's definitely redrawing global trade routes. And that ripple effect? It touches everything – including how capital flows between regions and asset classes.