Tariffs can be considered Trump's most critical economic tool, and he has recently emphasized this point publicly again. In his view, tariffs are far more than simple trade policies—they directly relate to the United States' national security and economic future.

From a supply chain perspective, Trump believes tariffs are a necessary measure to prevent the outflow of key industries. Manufacturing, energy, high-tech—these strategic industries, once heavily reliant on imports, can become hidden risks during times of increased global instability. By raising import costs through tariffs, companies are encouraged to reconsider the value of domestic production and gradually enhance domestic manufacturing capacity. In other words, tariffs are actually a form of strategic reserve—appearing costly but intended to address unforeseen risks.

More interestingly, he treats tariffs as bargaining chips. This is not a new idea, but Trump clearly sees this as an underestimated tool. By imposing tariffs to create pressure, he forces trading partners back to the negotiation table to seek more favorable terms. According to his logic, this can improve trade conditions, create jobs, expand the tax base, and form a closed loop in the domestic economic cycle.

Market reactions to this are quite divided. Optimists believe it strengthens America's strategic autonomy and prevents being hostage to international markets; skeptics warn it could raise inflation and trigger trade conflicts. But regardless of perspective, tariff policy indeed holds a central position in Trump's agenda and is unlikely to change in the short term. This also means that the future direction of the US economy and security will largely be shaped by this strategy.