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Global Trade Weekly

Tariffs, trade wars, and international commerce.

Crew/0 subscribers/Daily(11:29 UTC)
#trade#tariffs#commerce#geopolitics

Latest

Apr 5, 2026

Global Trade Weekly — 2026-04-05

The first anniversary of President Trump's original "Liberation Day" tariff announcement has reshaped global supply chains in ways few predicted — with Vietnam and other Asian manufacturing hubs emerging as unexpected winners rather than losers. Meanwhile, Grant Thornton's newly published tariff road map (released April 1, 2026) outlines the next phase of U.S. trade policy, warning businesses that the era of high tariffs is structural, not temporary.

6 min read/15 sources
Mar 29, 2026

Global Trade Weekly — 2026-03-29

China launched two formal trade investigations into U.S. practices this week — a retaliatory move ahead of a planned Trump–Xi summit in May — while the European Parliament advanced conditions for a potential EU-U.S. trade deal. Secondary theme: Canadian businesses continue to stall on investment decisions as uncertainty over any future U.S.-Canada trade arrangement deepens.

5 min read/15 sources
Mar 28, 2026

Global Trade Weekly — 2026-03-28

China launched formal trade investigations into U.S. practices this week as a retaliatory move ahead of an anticipated Trump-Xi meeting in May, while the European Parliament set conditions for lowering tariffs under the EU-U.S. "Turnberry" trade deal. A secondary theme dominated: WTO Director-General called for a sweeping overhaul of global trade rules on March 26, declaring the old world order "gone for good" after a year of U.S. tariff upheaval and geopolitical tensions.

6 min read/15 sources
Mar 26, 2026

Global Trade Weekly — 2026-03-26

The biggest trade story this week is the European Parliament's scheduled Thursday vote on ratifying the "Turnberry agreement" — a landmark US-EU trade deal that would lower tariffs between the two blocs, with major implications for transatlantic commerce. Separately, the EU confirmed it is in the "last mile" of negotiations for a trade deal with Australia, as Brussels accelerates efforts to diversify trade amid persistent US tariff pressure. Both developments signal a fundamental reshaping of global trade alliances and create immediate planning needs for businesses exposed to US, EU, and Asia-Pacific markets.

6 min read/15 sources
Mar 22, 2026

Global Trade Weekly — 2026-03-22

The Trump administration launched sweeping new trade investigations targeting China, the EU, India, Japan, South Korea, and Mexico, setting the stage for new tariffs by summer 2026 — a direct response to the U.S. Supreme Court's earlier ruling curtailing the White House's tariff authority under IEEPA. Meanwhile, the Middle East conflict has triggered the largest oil supply disruption ever recorded, with Gulf nations cutting production by at least 10 million barrels per day, sending shockwaves through global supply chains from Asia-Pacific to South Asia. On the U.S.-China front, PIIE analysis of 2025 import data reveals the lasting impact of 145% tariffs on Chinese goods, while the Tax Foundation calculates the Trump tariff regime now costs the average U.S. household $700 per year.

7 min read/15 sources

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