When countries scramble to respond to tariff threats, it reveals who actually bears the cost. According to policy experts, the real pressure falls on supply chains and market participants rather than governments. This dynamic plays out across asset classes—traditional markets, commodities, and crypto all react sharply when trade policy shifts. The tariff conversation isn't just about trade; it's about capital flows, inflation expectations, and how investors need to reposition their portfolios. Understanding who absorbs these economic shocks is crucial for traders watching currency pairs, commodity prices, and risk assets.