Sep 16, 2025 · 3 min read · During Donald Trump’s presidency, tariffs became a central tool in his trade policy, aimed at protecting American industries and reducing trade deficits. Understanding Trump tariffs is essential for businesses, investors, and consumers as they shaped...
Join discussionAug 12, 2025 · 4 min read · Global growth is slowing at a time of large macroeconomic regime shifts. Extreme policy uncertainty is set to persist, the main driver being US goods tariffs. Trade wars and protectionism leave no winners, but over the longer term will relocate trad...
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Jul 31, 2025 · 2 min read · Wall Street is riding a wave of optimism as tech megacaps Microsoft and Meta delivered blockbuster earnings, lifting U.S. stock futures more than 1%. Meanwhile, the dollar’s two-month high rally cooled slightly, with global central banks signaling a ...
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Jul 31, 2025 · 3 min read · The announcement of 25% U.S. tariffs on Indian goods, coupled with an unspecified penalty linked to India’s defence and energy ties with Russia, is far more than a routine trade skirmish. It is a geopolitical shockwave, revealing how economic tools a...
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Jun 19, 2025 · 1 min read · 更重要的是，作為典型的日本菁英事務官，寺澤達也的觀點可以視為日本經貿官僚體系對當前國際局勢的共識看法。在日本特殊的官僚主導體制下，這種來自資深事務官的分析往往比政治人物的發言更能反映國家政策的長期走向。 一、川普關稅的衝擊與日本的脆弱性 寺澤達也開門見山地指出，川普總統的關稅政策已經讓日本經濟面臨嚴峻挑戰。具體而言： 汽車及零組件面臨 25% 關稅（占日本對美出口的三分之一） 鋼鐵和鋁材關稅從 25% 提高到 50% 其他所有商品面臨 24% 關稅 日本前 1,000 大企業預估 2025 -...
Join discussionApr 21, 2025 · 9 min read · What’s Next In Store After US The Bond Market Made Trump Pause The Reciprocal Tariffs! KEY TAKEAWAYS This article discusses the impact of Donald Trump's trade policies, particularly tariffs, on the global financial markets, with a focus on the bond...
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