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“ I can't bear it, China forced me to do thisIn mid-October, during an interview with Fox Business Channel, Trump suddenly discarded the word. Trump rarely bowed his head, and as soon as his voice fell, the US media immediately exploded.
Over the past few years, he has repeatedly pledged to impose “unprecedented tariffs” on China, with a hundred percent move, but this time, the scenario has changed.
This time, he simply shifted the responsibility to China, meaning,"I don't want to increase taxes, China forced me to increase taxes." Even so, the words "can't bear it" had completely exposed the depression in his heart.
Tariffs are not the all-power key, Trump himself knows.。 On the surface, it is added to Chinese products, but behind it, domestic enterprises and consumers are the first to be stabbed.
A large number of American companies complain bitterly. From the port of Los Angeles to the Wall Street exchange, the voices of protest followed waves. Import costs are soaring, commodity pricing is chaotic, and retailers and manufacturers are like ants on a hot bricket. The S&P 500 index fell for three days in a row, and the market value of tech giants such as Apple and Tesla evaporated hundreds of billions.The bosses of the capitalist circles could no longer sit down and began to lobby Congress for intervention.
The U.S. Chamber of Commerce has rushed to the White House to try to suspend the tariff policy.The lawyer team has also filed lawsuits against the Trade Representative’s Office, seeking to stop this “economic disability” by legal means.
And within the Republican Party, some constituent lawmakers have also begun to sing counter to Trump. Some lawmakers have said straight: “We are not fighting China, we are fighting our own supply chains.” Continuing to raise taxes, they could move to the Democratic Party.
On October 14, China's Ministry of Transport announced that it would impose a levy on all ships owned, operated, built or flying the U.S. flag “Special port charges for ships”The same vessel pays up to five times a year, charging 400 yuan per net tonne.This is not a symbolic move, but a real cash flow.
U.S. shipping company Misen ships in the first place, a ship paid several million yuan, there is no room to negotiate the price. Some even say that this trick is harsher than tariffs, because it looks at the “logistics artery.”
More subtly, on the same day, the United States also announced an additional equivalent port fee for China ships. This kind of confrontation between you and me has turned the global shipping market upside down. Many freight forwarding companies have even begun to reassess their plans for trans-Pacific routes. Some people predict that the arrival of goods for Christmas this year is likely to be completely delayed.
Wall Street isn't the only place of anxiety. At the annual meetings of the International Monetary Fund (IMF) and the World Bank held in Morocco, the Sino-US trade dispute became an unavoidable topic. Port policy upgrading is clearly defined as “one of the downward risks for the global economy.”。 Many representatives of developing countries complained that the Sino-US confrontation had dragged down the progress of global recovery.
Fed Chairman Steven Milan also said in a television interview that “this is a significant economic risk that can be quantified,” noting that the trade conflict has long been no longer a simple tax game, it has spread to freight, raw material costs, financial markets and even dollar credit.
Early reaction to the “Trump effect” has already begun.。 Retailers Wal-Mart, Target and other companies have warned in advance that a new round of 100% tariffs on China that may be implemented on November 1st will seriously impact the holiday consumption season. They are worried that consumers can't afford the price increase, and sales may shrink sharply at the end of the year.
Some shipping companies have begun to evacuate Chinese coastal ports and attempt to move to Southeast Asia, but the facts quickly hit the face. Worker shortages and inefficient customs clearance are no substitute for China's mature supply system。Faced with this "transfer dilemma", U.S. companies can only choose to accept the status quo or significantly delay delivery.
On the edge of this storm, there are still many "marginal people" who are bearing the price in silence. For example, American soybean farmers. China has long shifted soybean purchase orders to Brazil and Argentina, and the warehouses of American soybean farmers are full of unsaleable goods. The subsidy originally promised by the government has become a "bad check" due to the stagnation of financial allocation.
The deeper question is that Trump said it was "forced", but who forced it? China did not force the United States to increase taxes, nor did it block the market. Instead, it responded within the rules. To trace back to the source, it is Trump who used the trade war as a political tool. He believes that "exchanging taxes for votes" is a good deal, But now, the trade has replicated itself.
Today, tariffs have become hot potatoes, neither retreat nor hard to do. Want to continue to fight, enterprises to fight against water, capital to flee, people to protest. Want to stop, and fear to be criticized for weakness, especially in the critical period of the campaign, any weakness can become a trick to attack the opponent.
It’s no wonder Trump suddenly changed his mouth, and he has to give voters an explanation. I can’t, China is too bad.。Unfortunately, words are easy to say, but the market will not buy them.
China's operation appears to be more sophisticated. There was no slogan or high-profile response. Instead, it directly attacked costs and channels and held the "Global Freight Network" card in its hands. Silence is better than sound. Nowadays, many countries are also beginning to look for risk-averse strategies between China and the United States, for fear of being drawn into the eye of confrontation.
From port bills to supermarket shelves, from soybean farmers' warehouses to the curve of Wall Street, the echoes of tariffs have resounded across America。Trump's sentence of "can't bear it" is not a complaint, but a wake-up call. And this head-on battle has just entered the deep water area.
References:
The Ministry of Transport issued the Measures for Implementing the Special Port Fees for U.S. Ships for Collecting Ships, October 14, 2025
"The U.S. threatens to impose 100% tariffs on Chinese goods starting from November 1. The Ministry of Foreign Affairs responds" October 13, 2025 Source: China News Network