The trade data is backward looking -- but it is still noticeable that the tariffs on China didn't lead to a big surge in US imports from Mexico last year. The question is whyhttps://www.wsj.com/articles/u-s-china-trade-disarray-sounds-like-an-opportunity-for-mexicobut-it-isnt-working-out-that-way-11584270001?mod=e2twcb …
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Replying to @Brad_Setser
I'm in the industry and can answer that for you: 1. Weak supply chain compared to China 2. No http://alibaba.com - there's no clear way to find suppliers 3. They don't want it like the Chinese do. Chinese suppliers are better than Americans now. They fight 4 your business.
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