Most imported goods in China are intermediate products used in manufacturing. When the supply of these goods is restricted and prices soar, companies face increased cost pressures. As analysts have pointed out—"Companies can't get the goods, and costs are rising." The consequence of this chain reaction? U.S. manufacturing employment is expected to decline in 2025. This reflects how global supply chain tensions can directly impact the job market, and market participants should pay attention to changes in economic fundamentals.