China's factory floor is humming while Washington argues about the border
Plan (drafter input)
China's manufacturing PMI just hit 52.2 — highest since 2020. Export orders at multi-year highs. Mike's angle: while we debate immigration as a culture war, the actual labor economics question is sitting right there. China is running state-coordinated industrial policy, suppressing wages domestically, and winning export orders. Meanwhile the argument in Washington is about who gets to say what on the border. His grandfather came from Poland with nothing. This isn't about who gets in. It's about who benefits when labor is cheap and who pays when the work leaves. Common sense says follow the money.
Immigration-as-labor-economics pillar grounded in the China PMI news — links offshoring, wage suppression, and the misdirection of the cultural immigration debate. Fresh lane from recent content.
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China's manufacturing PMI just hit 52.2 in April. That's the highest reading since late 2020. Export orders are at multi-year highs. Output expanding at the fastest pace in nearly two years, driven by export-oriented firms. Meanwhile the US Chicago PMI came in at 49.2. Below 50. Contraction territory.
Here's the thing. The argument in Washington right now is about immigration as a culture war. Who gets in, who gets to say what, which side is more heartless. I understand why that argument exists. But the actual labor economics question is sitting right there in the data. China is running coordinated industrial policy. They are suppressing domestic wages to hold export prices down. Economist Zhiwei Zhang at Pinpoint Asset Management put it plainly: domestic demand is weak. That's not an accident. Cheap labor for export is a policy choice, not a market outcome.
My grandfather came from Poland with nothing. This isn't about who gets in. It's about who benefits when labor is cheap and who pays when the work leaves. A parts plant outside Zanesville closed in 2003. The people who made that call didn't live there. They don't live here now. Common sense says follow the money.
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China's PMI hits 52.2 while US manufacturing contracts. The real labor question isn't at the border. #trade #manufacturing #economy #smallbusiness
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