BREAKING: China Strikes Back (145% Price Increase Starts Now)

"This has resulted in several estimates predicting that the cost of an iPhone produced in China could soon increase by $800 or 67% while an iPhone 16 Pro assembled in India could see just a $45 increase."

"Worst case, this trade war causes other countries to reduce their reliance in the United States and move their manufacturing elsewhere because we've become slightly more unpredictable."

"And even if we do come to an agreement, manufacturing is not going to change overnight. Generally, it's going to take years to move jobs and processes from one country to another or even for some of that investment to yield any sort of significant return."

"Businesses don't want to outlay a lot of capital and work for something that isn't guaranteed to stick in place. And a lot of that uncertainty is going to cause them to probably remain on the sidelines for longer than expected."

"Realistically, I just can't help but think that the most likely outcome is going to be a pause on Chinese tariffs for a certain amount of time to give them enough room to negotiate."