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US - China Trade War - Re-Assessment of Damage and Possible Spillovers.

Update ·QS Team ·11 Apr 2025

Re-Assessment of Tariff Damage and the Spillovers to Expect. Yesterday i wrote to you after the initial Trump volte face on the imposition of reciprocal tariffs postponed for 90 days and the imposition of 125% tariffs on China. I calculated that the average US tariff was…

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Report

US Tariffs: The Gentleman is for turning

Strategy Report ·David Roche ·10 Apr 2025

The Gentleman is for turning Tariffs are still in mega-shock terrain: US average tariffs after April 10 volte face are 26% Vs 3% when President Trump took office. That’s 1% higher than if reciprocal tariffs had been implemented. What has changed is that Trump behavi…

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Report

RUSI - US Trade & Trump’s Tariffs - disruption or design

Strategy Report ·David Roche ·07 Apr 2025

It is the dual targeting of US alliances politically and globalisation economically which makes the Trump 2.0 administration so lethal.

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