Alfaro, Laura; Chor, Davin - National Bureau of Economic Research - 2023
Global supply chains have come under unprecedented stress as a result of US-China trade tensions, the Covid-19 pandemic … data point to a looming "great reallocation" in supply chain activity: Direct US sourcing from China has decreased, with …: It is unclear if these measures will reduce US dependence on supply chains linked to China, and there are moreover …