In-depth analysis of tariff impacts, trade policy developments, and their effects on global markets and industries.
November 2025
The November 2025 deal between the US and China marked a significant de-escalation in tariff tensions. Analysis of the fentanyl tariff reductions, rare earth export controls suspension, and agricultural commitments.
The Supreme Court heard oral arguments in Learning Resources v. Trump on November 5, 2025. A decision expected in 2026 could reshape presidential trade powers.
On July 27, 2025, Trump and von der Leyen struck a historic trade deal at Turnberry. 15% tariff ceiling, $750B energy purchases, and what it means for transatlantic trade.
On April 2, Trump announced sweeping reciprocal tariffs under IEEPA that pushed China tariffs to 145% and triggered the 2025 stock market crash.
With tariffs exceeding 127%, Chinese EVs from BYD, NIO, and XPeng are completely priced out of the US market. Analysis of climate vs. trade policy tensions.
With 50% tariffs on Chinese semiconductors, both nations invest in domestic production. Analysis of the CHIPS Act, DeepSeek, and industrial AI competition.
China's January 2026 tariff adjustments reduce duties on 935 items, targeting high-tech inputs for industrial self-reliance under the 15th Five-Year Plan.
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