re: I’m no big Jerome Powell fan but…

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Transient, one-off

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Is the war over?

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Gen Z unemployment is ~10%.

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They will get jobs when/if they have value to the workforce and H1B is ended.

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Is the war over?

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Nah ... it's a "forever" war.

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False...if you know anything about manufacturing.
You can point to some small examples of companies opening new factories in the US.
But, consider...your average Chinese factory worker makes about $9,000 per year, and in Vietnam, it's about $7,500 per year. Other countries don't have OSHA, required employee medical insurance, the Dept. of Labor, or a minimum wage. Add to this construction costs, property taxes, etc. The US will never be able to compete against Asian countries until the things I listed above change. My company owns a factory in China. When the tarrifs spiked on Chinese goods, you know what we did? We opened a factory in Thailand. This was still cheaper than building in the US. Sorry, but those are the cold, hard facts.

People on here will disagree with you because Trump is a big fan of artificially low interest rates so the government can borrow on the cheap.

The CPI has been heavily manipulated ever since the stagflation of the 1970s, the true inflation rate since the CARES act was passed in 2020 is probably double what has been reported. Other countries take our money now because they basically have no choice, we back the dollar up with our military. But the time is fast approaching when we will be overcommitted and other countries and currencies will rise. I’m not sure if it will be a crack up quite like the Germans in the early 20th century, but it will be bad.

The Fed can’t be “managed” properly, because no one or one board of bankers and academics is capable of having all the knowledge of the market to uniformly control the money supply and price of money. What they are doing is playing God with people’s lives. I disagree with Powell and the Fed governors on principle, not because I want more cheap money, that’s the last thing this economy needs.

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When the tarrifs spiked on Chinese goods, you know what we did? We opened a factory in Thailand. This was still cheaper than building in the US. Sorry, but those are the cold, hard facts.

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Did you borrow money to open the new factory? Does your company have any debt? Do you factor the cost of borrowing into your pricing any?

I know the company I work for factors the interest expense on our inventory into the sales price.

The thought that higher interest rates decrease demand and lowers inflation seems outdated to me. People have a different mentality to consumer debt than they did 40 years ago.

Pricing of product is addressed contractually with the buyer. Some contracts (not all) allow for consessions made by both parties due to unexpected cost, such as sharp increases in tarrifs. As far as your other questions, everything is considered when weighing the cost of the higher tariffs vs the cost of moving a factory to a lower tariff country.

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The annual inflation rate in the US jumped to 3.3% 

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According to the BLS who is clearly the gold standard of accuracy