Tariffs

Carmakers face 25% tariffs

The automotive industry’s worst geopolitical nightmare materialized as Washington enacted sweeping 25 per cent tariffs on imported motor vehicles and critical automotive sub-assemblies.

Tariffs on Canada and Mexico go live

Following weeks of temporary stays and diplomatic maneuvering, the 25 per cent blanket tariffs on imports from Canada and Mexico took full statutory effect, alongside an escalated 20 per cent duty on Chinese goods.

Why Trump counts VAT as a tariff

A central pillar of the administration’s new trade doctrine is the formal classification of foreign Value-Added Taxes (VAT) as discriminatory non-tariff trade barriers.

Steel tariffs squeeze American manufacturers

The White House’s sudden imposition of an uncompromising 25 per cent tariff on imported steel and aluminum, stripped of historical partner exemptions, has sent immediate shockwaves through domestic manufacturing supply chains.

Why the dollar isn't rising on tariffs

Economic textbook orthodoxy dictates that when a large economy imposes across-the-board tariffs, its domestic currency must appreciate to restore external balance.

Tariffs on, tariffs off

The White House’s trade strategy has settled into an exhausting, high-velocity operational rhythm: weaponize tariff threats over the weekend, extract rapid diplomatic concessions, and declare temporary enforcement pauses.

Trump's first day: no tariffs, yet

The inauguration of Donald Trump arrived without the immediate, sweeping tariff executive orders that markets had spent weeks bracing for.

New Year: 2025 comes down to one word — tariffs

Corporate financial planning for 2025 has been compressed into a single unhedgeable variable: trade policy.

How much inflation could tariffs add?

As Wall Street economic desks finalize their 2025 outlooks, quantitative modeling has shifted entirely to evaluating the macroeconomic consequences of prospective tariff scenarios.

Christmas: A lump of coal from the Fed

For financial markets hoping for an extended season of monetary goodwill, the Federal Reserve’s December policy package felt distinctly like a lump of coal in the stocking.

The Fed cuts, then takes back half of next year's cuts

The Federal Reserve concluded 2024 with a calculated monetary retreat.

Black Friday: Shoppers race to beat the tariffs

Black Friday shopping malls and e-commerce platforms buzzed with an unusual sense of urgency this year.

Trump threatens Mexico and Canada

Companies are stockpiling before the tariffs hit

Corporate procurement managers across the United States have embarked on an aggressive inventory hoarding campaign.

Can a stronger dollar cancel out tariffs?

As the US Dollar Index (DXY) marched back toward 107 in the wake of the US election, trade economists began evaluating a critical theoretical question: can a surging dollar neutralize the inflationary impact of proposed import tariffs?

A 60% tariff is a tax on Americans

Donald Trump’s formal reaffirmation of plans to impose an aggressive sixty per cent tariff on all imports from China represents an unprecedented economic shock.

Who really paid for Trump's first tariffs

As the prospect of aggressive new tariff regimes dominates the political debate, empirical research into the 2018–2019 trade war offers definitive evidence regarding who actually bears the cost of import duties.

Why tariffs won't fix the trade deficit

Protectionist dogma rests on a simple premise: taxing foreign imports will eliminate the trade deficit and restore domestic industrial supremacy.

Who actually pays a 10% tariff?

Donald Trump’s proposal to impose a universal baseline tariff of ten per cent on all foreign imports, alongside a sixty per cent levy on Chinese goods, has ignited fierce debate across corporate finance departments.

The "Trump trade" hits bonds

The 'Trump trade' has taken command of fixed-income trading desks.

China's cheap EVs meet Europe's tariffs

The European Commission has officially drawn its trade battle lines, imposing provisional countervailing duties of up to 38.1 per cent on imports of Chinese battery electric vehicles (EVs).