Tariffs – Death By 52 cuts & Counting Tariffs announced in the Rose Garden today raise US average effective tariffs to 25%. That’s quite an exogenous shock given they were 3% when President Trump too office! These tariffs are not transitional. They are core to Pres... Read More
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30 Mar 25
Tariffying!
#Geo-economics#Geostrategy#Protectionism#Tariffs#Geopolitics#Equity Bear Market#Geopolitical Fragmentation#Secular Bear Markets#Bear Markets#Global Geopolitics#Geopolitical Disruption#Trump Tariffs.#US Tariffs#Remedial Tariffs
Tariffying! US “remedial” tariffs to be announced on April 2 will raise the US effective tariff rate to above 15% - a level not seen since the Great Depression era. This is above the level needed to cause Tariff-Induced-Stagflation in the US economy. The announcement will co... Read More
24 Feb 25
US Key Tariff Dates
#Tariffs#US-China Trade War#Trade War#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#EU-US Trade War
Tariffs will continue to be a source of instability in markets. The McKinley Factor, (January 26, 2025) & The Anatomy of Exceptionalism , ( February 10, 2025) analysed the key role of tariffs in President Trump’s thinking and how this influenced how they were used. No need ... Read More
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