Blogs - tariffs

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. As independent analysts we have a voice in the public debate on these issues. The content on this page includes: blog posts, research notes and video content. To find out more about our research services and access to our team please Contact Us.

China’s past its low point

China’s past its low point

10 Jun 2019 - Charles Dumas

Charles Dumas and Rory Green assess the decline in trade volumes. They support a long-running theme, specifically that trade war is shifting supply chains and accelerating the world splitting into trade blocs.

#ASEAN #Charles Dumas #China #Rory green #Tariffs #Trade #Trade War

Time-out not time up for trade war

Time-out not time up for trade war

03 Dec 2018 - Eleanor Olcott
  • Xi and Trump walk away from Buenos Aires with something to sell at home
  • But trade negotiations will be dominated by fraught disagreements
  • After 90-day negotiations, further delays to tariff escalation are likely 
#Eleanor Olcott #g20 #Tariffs #Trade War #Trump #Xi Jinping

Trade War: More escalation ahead

Trade War: More escalation ahead

18 Sep 2018 - Jonathan Fenby & Bo Zhuang
  • Trade confrontation has intensified. We expect US tariffs vs. China to rise to 25% 
  • China unlikely to offer concessions
  • We maintain our 15% yuan devaluation call

We warned our clients that the US-Sino tra...

#China #Tariffs #Trade War #US

Trade war morphing into FX war

Trade war morphing into FX war

07 Aug 2018 - Charles Dumas

As the trade war situation has now escalated we now see this as a key political shock. We expect China to retaliate vigorously to any fresh US import tariffs and see the likely battle ground as Foreign Exchange. China’s probable response would be to s...

#Charles Dumas #China #FX #Tariffs #Trade war #US



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