Governments keep raising barriers on physical trade while lowering them on services and data, so value migrates toward the intangible economy and manufacturers in high-cost currencies absorb a widening margin squeeze.
weakening · confidence 36 · Emerging (watchlist) · tracking since August 25, 2026 · updated August 27, 2026
Daily conviction score, 0 to 100. Higher means the thesis is more strongly corroborated.
Now 36 · -2 since Aug 27 · ranged 34 to 36
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The same day the US and Canada moved to 50% and matching goods duties, Asia-Pacific governments moved the opposite way on services liberalisation. The divergence is the thesis in one edition: physical trade is being walled while intangible trade is being opened, pushing value toward services and squeezing high-cost-currency manufacturers caught on the goods side.
Supporting · August 25, 2026
Canada Will Match US Tariffs Dollar for Dollar From September 8
The same day the US and Canada moved to 50% and matching goods duties, Asia-Pacific governments moved the opposite way on services liberalisation. The divergence is the thesis in one edition: physical trade is being walled while intangible trade is being opened, pushing value toward services and squeezing high-cost-currency manufacturers caught on the goods side.
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