The Trump Tariff Losers Index captured the supply chain stress during the pandemic era and is poised to turn upward should the threats of new tariffs become policy action. … READ MORE >
tariffs
China’s economic challenge: Elevated external debt and its dirty float
A Chinese economy caught in a debt and deleveraging trap is likely to face the additional strain of a sharp increase in tariffs on goods sold into the U.S. … READ MORE >
Higher tariffs are likely coming; consumer businesses should prepare
As consumer products companies look to a new Trump administration, higher tariffs are most likely on the way. Businesses that prepare now, even as they wait for the tariffs to take shape, will be better positioned to maximize their margins. … READ MORE >
The U.S. economic year ahead: Regime change, growth and rising interest rates
The American economy continues to undergo a regime change that will bring less volatility and greater resilience to shocks. … READ MORE >
To contend with higher tariffs, businesses need to act now
Higher tariffs are likely over the next few years. In our estimation, firms do not have the luxury to wait and see how the policy changes turn out. … READ MORE >
The de-risking of world trade: Industrial policy in an era of changing political economy
That time of free trade and the unfettered flow of capital has passed, and industrial policy will be the primary organizing framework for trade, technology transfers and global finance. … READ MORE >
New tariffs on medical equipment could strain health care and life sciences supply chains
Health care and life sciences organizations’ supply chains could be affected by recent tariff increases on Chinese medical equipment. … READ MORE >
A not-so-great anniversary of Smoot-Hawley
This month marks the inauspicious 90th anniversary of the Smoot-Hawley Tariff Act, perhaps the most ill-advised bill on the economy ever enacted. … READ MORE >
Seaports grow quiet amid trade tensions and the coronavirus outbreak
While commercial activity as measured by the comings and goings of shipping containers at the Los Angeles/Long Beach seaport has been dropping since the onset of the U.S. trade war, it is now threatened by a health crisis as the coronavirus spreads out of Asia. … READ MORE >
USMCA is a solid opportunity for the middle market
The pact, called the United States-Mexico-Canada Agreement, includes a chapter dedicated to small and medium enterprises – a first for a multilateral trade agreement – and also adopts a wide array of provisions from the abrogated Trans Pacific Partnership trade treaty. Both of these provisions are major wins. … READ MORE >