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Think Tank
Global Trade & Economics: Page 78
U.S. Businesses Face Cash Crunch as Trump Tariffs Take Effect
More than half of U.S. businesses said that Trump's tariffs have resulted in delayed payments to suppliers, with nearly a quarter of those reporting paying suppliers "significantly later than usual."
Chinese Exports are Up, But Not to U.S.
All eyes will now be turning to the issue of transshipment.
Apple Commits to Extra $100B Investment in U.S.
Analysts argued any significant change to Apple's supply chain would take time, as the company has traditionally made the bulk of its products in China.
The Hidden Compliance Burden of Rapid Tariff Policy
While headlines focus on the speed and economic impact of tariff implementations, the true problem lurks beneath the surface: the crushing compliance burden that accompanies each policy shift.
U.S. Imports Swelled, Then Dwindled in First Half of 2025
Despite some new trade agreements, the average effective U.S. tariff rate on August 1 is estimated at 17.6%, 2% higher than in June when imports fell 5.8% year-over-year.
GM Signs Domestic Rare-Earth Deal to Reduce Reliance on China
Beijing has imposed export controls over rare-earth magnet production in retaliation for U.S. tariff threats.
Swiss Leaders Rush to Salvage Talks with U.S. as Tariff Deadline Nears
Should the 39% levies against Switzerland take effect as scheduled, the only countries with higher tariffs would be Laos, Myanmar and Syria.
No, Canada and Mexico Are Not Building a Freight Corridor to Avoid the U.S.
With increasing sophistication, AI “slop” is blurring the lines between truth and fiction.
Tariff Fears Drive Slump in U.S. Imports in June
Imports of consumers goods fell to their lowest levels since September 2020, while the share of total imports from China has been more than halved since the start of the year.
Diageo Reports Drop in Profits, Reiterates Tariff Losses
The British company, which owns brands including Guinness and Johnnie Walker whisky, reported a nearly 28% fall in operating profit in the 12 months to the end of June.
Supply Chain Woes Stall Airbus Deliveries in July
The world’s biggest planemaker has delivered around 370 planes in the first seven months of 2025, less than half its annual goal.
Tariffs Drive 'Seismic Shift' for U.K. Retailers
ESW and Retail Economics estimate that most larger retailers in the U.K. would find trade with the U.S. "commercially unviable" if tariffs were to approach 24% at some point down the line.
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