According to The Kobeissi Letter, 63% of US imports from China consist of final products, including high-demand items such as clothing and electronics, directly purchased by American consumers. The remaining 37% are intermediate goods, which play a critical role in US manufacturing processes, including sectors like automotive, machinery, and technology assembly. Traders should monitor shifts in US-China trade flows as changes in tariffs, supply chain dynamics, or consumer demand could directly impact the volume and pricing of these goods, affecting both related equities and commodities (source: The Kobeissi Letter, April 26, 2025).