According to The Kobeissi Letter, 63% of US imports from China consist of final products such as clothing and electronics, directly purchased by American consumers, while 37% are intermediate goods used in US production processes. Traders should note that shifts in US-China trade policy or tariffs could significantly impact consumer electronics, apparel, and manufacturing supply chains, influencing the pricing and availability of these high-demand goods (source: The Kobeissi Letter, April 26, 2025).

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).