The Tariffs are here. Or they seem to be. President Trump signed executive orders over the weekend imposing import taxes on goods from Canada, Mexico and China, as he has threatened since late November. If implemented, these are only likely the first of many waves of tariffs, but Trump is definitely starting off with a bang, imposing… Continue reading The Tariffs are Here: What do we Know?
Tag: Global Trade
A Look into the Sanctions Crystal Ball
It's always tough to look into the policy crystal ball... all the more so with the incoming administration. But here's an attempt on the sanctions side to map recent trends. What are you watching? With the Trump administration set to take office soon, there are many questions about the evolution of financial sanctions policies and… Continue reading A Look into the Sanctions Crystal Ball
Thought-provoking reads 2024
This year’s list of top reads includes several on trade, environmental bottlenecks and foreign policy, as well as some compelling biographies and books on food and art. I read and listened to plenty of fiction also this year, but it was the non-fiction books that lingered with me. My wine books list can be found… Continue reading Thought-provoking reads 2024
Some thoughts on Harris’ Economic Plans
Note: This piece was slightly updated after first publishing to incorporate more details on the planned critical mineral stockpile and other steps to address these supply chain vulnerabilities which were mentioned in the speech and accompanying press release. The Harris Walz campaign released a more detailed note on planned economic policy initiatives today accompanying a major economic… Continue reading Some thoughts on Harris’ Economic Plans
Reading the Tea leaves on Harris Trade policy: Targeted Tariffs and Sectoral Agreements?
This post was slightly updated after posting to include a little more of a bottom line on the trade/fiscal/monetary policy mix between the likely Harris and Trump policy. The Harris campaign and surrogates have been, rightly in my view, very critical of proposed broad-based tariffs floated by former President Donald Trump. Armed with good analysis from… Continue reading Reading the Tea leaves on Harris Trade policy: Targeted Tariffs and Sectoral Agreements?
Some thoughts on Canada’s EV Tariffs
On 26 August, the Canadian government formally announced its new long-expected tariffs on Chinese-made electric vehicles, and proposed new surtaxes on many steel and aluminum products. The move, a 100% surtax on many electric vehicles, brings Canada in line with recent US tariffs on such Chinese produced vehicles when it comes into effect on 1… Continue reading Some thoughts on Canada’s EV Tariffs
Takeaways from Ottawa: Trying to Crack the Progressive Trade Puzzle
I spent some days last week in Waterloo, Toronto and Ottawa to give some presentations and try to better understand Canadian trade policy. With Canadians playing a starring role in the previous week’s excitements in Vietnam the week before last on TPP-11 or the Progressive Comprehensive TransPacific Partnership (CPTPP), it seemed a good time to… Continue reading Takeaways from Ottawa: Trying to Crack the Progressive Trade Puzzle
Ziemba Insights 