North America
Sectoral exemptions will dampen US tariff-hike impact
Sectors currently exempted from US tariffs, such as pharmaceuticals, alter the actual rates for many countries
US treasuries' ‘safe haven’ status will be key marker
Demand for US treasuries has continued to rise due to ‘safe haven’ demand while other US assets have heavily sold off
National concerns could weaken EU tariff response
Member states are divided over how to respond to higher US tariffs
EUChina will remain key in legacy semiconductor trade
Despite US technology controls, Chinese semiconductor exports have been on the rise
InternationalTariff exemption unlikely to benefit Russia
Russia and Belarus were excluded from the latest round of US tariffs
RussiaSouth and South-east Asia will push for tariff talks
Countries in both regions are responding to the ‘reciprocal’ tariffs announced by the United States
South AsiaUS tariffs and retaliation will hit global growth
The US administration yesterday unveiled substantial tariffs on the large majority of US imports
InternationalUS tariff damage unlikely to be critical to Ukraine
The United States imposed a baseline 10% tariff on imports from Ukraine
UkraineTrump's US tariffs will crimp Latin American growth
President Donald Trump's tariffs announcement yesterday implies a 10% across-the-board tariff for much of the region
Latin America
