#tariffs News & Analysis

You had a miserable 2025 because of tariff inflation. The Iran war will be even worse, top economist says

US inflation jumps in March amid Iran war, Trump tariffs impact

US inflation surged in March, driven by geopolitical tensions including the Iran conflict and Trump administration tariffs. The inflation increase complicates Federal Reserve policy decisions, potentially forcing prioritization of inflation control over economic stimulus measures.

Trump wrote the tariff playbook. Now Iran is using it on the world’s most important oil route.

Iran is implementing tariff-like strategies on critical oil shipping routes, following tactics previously used by Trump. Oil markets are experiencing significant volatility as competing peace proposals create uncertainty in global energy markets.

Trump’s Iran war could hike national debt by $65 million in 60 days, while tariffs add another crushing blow

Trump Vows 100% Tariffs on Nations Taxing U.S. Tech Giants

Former President Trump threatens 100% tariffs against nations that tax U.S. technology companies like Meta and Amazon, escalating trade tensions. France has resisted backing down on its digital services tax, triggering legal challenges and potential trade retaliation.

Trump threatens 100% tariff on EU countries imposing digital tax

Former President Trump has threatened to impose a 100% tariff on European Union countries that implement digital taxes, escalating trade tensions between the U.S. and EU. This threat could destabilize global tech markets and disrupt international business operations for major technology companies caught in the crossfire.

EU defends digital tax strategy, ready to respond to Trump measures

The EU is maintaining its position on digital taxation while preparing retaliatory measures against potential Trump administration trade actions. This standoff between regional tech regulation and U.S. trade policy could reshape the global regulatory landscape for technology companies.

IMF warns tit-for-tat trade warfare threatens global economy

The International Monetary Fund has issued a warning that escalating trade tensions pose a significant risk to global economic stability. The tit-for-tat trade warfare threatens to stifle economic growth and increase uncertainty across international markets.

Trump rolls out new tariff tools after Supreme Court ruling strikes down IEEPA trade powers

A Supreme Court ruling has invalidated the International Emergency Economic Powers Act (IEEPA) as a basis for Trump's tariff authority, forcing the administration to pursue alternative legal frameworks and legislative support to implement trade policies. This development signals a potential shift in how executive tariff powers are exercised and may require Congress to codify tariff authorities or establish new mechanisms.

A new trade war may be brewing. This time, Europe is taking a page from Trump’s playbook — ‘We no longer live in a world of pink ponies and rainbows’

Europe is adopting protectionist trade measures against China following a record 360.6 billion euro trade surplus in 2025, signaling a shift toward more aggressive economic nationalism. This marks a departure from traditional EU free-trade principles and mirrors Trump-era tactics, potentially reshaping global trade dynamics and affecting cryptocurrency and tech sectors reliant on cross-border commerce.

Germany contemplates action to address €360B deficit with China

Germany faces a €360 billion trade deficit with China, reflecting broader EU economic vulnerabilities and dependency concerns. The situation poses risks to market stability and diplomatic relations, prompting German policymakers to consider intervention measures.

US launches tariff investigation into Germany over pharmaceuticals, escalating trade tensions

The US has initiated a tariff investigation into Germany regarding pharmaceuticals, escalating existing US-EU trade tensions. The investigation risks deepening trade rifts between the two economies and could disrupt pharmaceutical markets while triggering retaliatory measures from the EU.

EU leaders debate tougher measures to address China trade imbalance

EU leaders are considering stricter trade measures against China to address a persistent trade imbalance, signaling a potential shift in European trade policy that could reshape global economic relationships and affect multiple industries.

European Union leaders debate measures to address China trade deficit

EU leaders are deliberating new trade measures to address the bloc's deficit with China, signaling a strategic pivot that could reshape global supply chains. This shift may accelerate investment in European manufacturing and reduce dependence on Chinese imports, affecting industries across multiple sectors.

Trump administration wins court ruling to enforce 10% global tariffs

The Trump administration secured a court ruling enabling enforcement of 10% global tariffs, creating significant economic uncertainty that reverberates through international trade systems. This development introduces new variables affecting market volatility, investor sentiment, and potentially cryptocurrency markets sensitive to macroeconomic shifts.

Foreign investment in US surges to $232B after four-year decline

Foreign direct investment in the US surged to $232 billion, reversing a four-year decline and signaling renewed confidence in American markets. This capital influx reshapes sector allocation, influences cryptocurrency volatility, and reflects how tariff policies and geopolitical factors guide global investment decisions.

Trump rejects reauthorization of US trade deal with Canada and Mexico

President Trump has rejected the reauthorization of the USMCA (US-Mexico-Canada Agreement), the trilateral trade deal that replaced NAFTA. This rejection threatens to destabilize North American trade relationships and could increase volatility across sectors including automotive and agriculture, with potential ripple effects on commodity prices and supply chain stability.

PRC-linked influence operations are targeting AI debates in the US

OpenAI released a report documenting PRC-linked influence operations deploying AI to shape U.S. policy debates on technology, data centers, and tariffs while spreading false claims about ChatGPT. The campaign highlights how state-sponsored actors are weaponizing AI tools to manipulate American political discourse on critical infrastructure and trade issues.

Mexico raises concerns over US trade pact favoring South Korea

Mexico has raised concerns that a US trade agreement with South Korea creates tariff disparities that could disadvantage Mexican manufacturers and drive production shifts away from North America. The tariff differential threatens to relocate auto industry jobs and investment from Mexico to South Korea, while straining the broader US-Mexico trade relationship.

Swiss firms pour $27B into the US after tariff deal slashes rates from 39% to 15%

Swiss companies announced a $27 billion investment into the United States following a bilateral tariff agreement that reduced rates from 39% to 15%. This significant capital inflow signals strengthened trade relations and could stimulate US job creation, though its sustainability depends on maintaining stable trade conditions.

Trump relaunches tariffs war after court strikes down levies

A U.S. court has struck down Trump's tariff levies, prompting the administration to relaunch its tariffs policy. The policy uncertainty and legal battles are expected to increase economic volatility, potentially driving investors toward Bitcoin and other cryptocurrencies as safe-haven assets amid macroeconomic instability.

US, Mexico and Canada to miss July USMCA deadline, raising trade tensions

The US, Mexico, and Canada have failed to meet the July deadline for renegotiating the USMCA trade agreement, creating uncertainty that threatens supply chain stability, tariff frameworks, and cross-border investment. The missed deadline raises concerns about escalating trade tensions among the three nations and potential economic disruption.

EU exports to US collapse 30% in first quarter as Trump tariffs reshape transatlantic trade

EU exports to the US have collapsed by 30% in the first quarter, driven by Trump administration tariffs reshaping transatlantic trade dynamics. The trade disruption is expected to strengthen the US dollar, pressure euro valuations, and potentially undermine cryptocurrency's positioning as a safe-haven asset during market volatility.

Tariff man rides again as Trump slaps 10% duties on key trading partners — except the ones who get 12.5%

Trump has proposed a two-tiered tariff structure affecting 60 countries, imposing 10% duties on allied nations like Canada and Japan while targeting all others with 12.5% tariffs. This trade policy shift signals a return to protectionist measures that could reshape global supply chains and impact cryptocurrency and tech markets dependent on international commerce.

Trump administration proposes up to 12.5% tariffs on 60 nations over forced labor enforcement failures

The Trump administration has proposed tariffs of up to 12.5% on imports from 60 nations deemed to have inadequate forced labor enforcement mechanisms. The measure risks disrupting global supply chains, raising costs for US businesses, and introducing significant uncertainty into international trade relationships.