Event Commodities Drop-In: Trump, tariffs and the commodities markets impact 13th February 2025, 3:00PM GMT Tariffs on energy suppliers. Tariffs on metals suppliers. A push to end the Ukraine war. A National Energy Emergency. Less than one month in. Donald Trump has roiled commodities markets with a slew…
Event Drop-In: What Trump’s tariffs mean for Asian economies and markets 1744268400 The escalation of tariffs by the US and China now threatens to rupture the flow of trade between the world’s two largest economies.
Event Drop-In: The escalating trade war and its economic and market effects 1744205400 China’s additional retaliatory tariff of 50% on US imports marks another worrying escalation in the trade war between the world’s two largest economies.
Event Drop-In: US-China tariffs rollback – Does this mark a lasting ceasefire in the trade war? 1747058400 Markets have received a boost from news that the US and China have agreed to a significant rollback of tariffs.
Event Global Drop-In: Long Run Outlook – The global economic order post-Trump 1741705200 Imagine a world after Donald Trump. The returned president’s rapidly unfolding policy agenda will have bearing on the US and global economies in the near-term.
Event Drop-In: Trump’s reciprocal tariffs – China retaliates and the market’s response 1743773400 With news of China’s retaliation to Donald Trump’s reciprocal tariffs deepening market misery, senior economists from our Global, China, Europe and Markets teams hosted this s
Event Drop-In: Has the judiciary just crippled Trump’s tariffs? 1748527200 A court ruling against the administration has thrown Trump’s flagship tariffs into legal uncertainty, potentially disrupting the White House’s efforts to levy duties on US tra
Middle East & North Africa Economics Weekly MENA Weekly: Trump muddles the US’s relations with MENA President Trump’s comments on Gaza risk straining relations with the Gulf and will work against his aim of expanding the Abraham Accords to include a normalisation of Saudi-Israel relations. Meanwhile... 6th February 2025 · 7 mins read
US Economics Update Trump still reliably unreliable President Donald Trump’s eleventh-hour decision to delay the 25% tariffs he had threatened to impose on Canada and Mexico is a good reminder of his unpredictable nature. We don’t think Trump’s U-turn... 5th February 2025 · 5 mins read
Capital Daily A few observations from the market reaction to tariffs While we expect the US to start a trade war this year, we doubt that the initial reaction to the tariffs on Monday will necessarily set the tone for 2025. 4th February 2025 · 5 mins read
Canada Economics Update Rolling tariff threat a downside risk to Canadian GDP Although President Trump has hit pause on tariffs on Canada, his communications suggest he still wants a broader agreement on various trade issues. Given the chaotic political situation in Canada, it... 4th February 2025 · 4 mins read
Commodities Update Tracking the knock-on effects of US tariffs on oil The fact that the US is highly dependent on crude oil imports from Canada and Mexico has (so far at least) not precluded oil from the threat of President Trump’s tariffs. Against this backdrop, our... 4th February 2025 · 0 mins read
China Rapid Response China retaliates, risking further tariff escalation After initially promising unspecified "countermeasures", the Chinese authorities have now fleshed out their retaliation to the Trump administration's 10% tariff hike on all US imports from China. The... 4th February 2025 · 2 mins read
China Economics Update China gets off lightly on tariffs, for now The additional 10% tariff that Donald Trump has applied on Chinese goods will have a relatively modest impact on China’s economy, especially if the PBOC allows the renminbi to adjust. But this is... 3rd February 2025 · 8 mins read
Event Drop-In: Trump's tariffs hit – Gauging the global macro and market consequences 1738576800 Donald Trump raised the stakes for the global economy with an announcement of 25% tariffs on Canadian and Mexican imports, and 10% tariffs on goods from China.
