Manufacturing
Slower Euro-area inflation will allow steady rate cuts
Euro-area inflation slowed to 2.2% in March, led by weaker energy and services prices
EU
China’s fiscal aid will struggle to offset tariffs
China’s official PMI edged up before possible tariff hikes and the end of the US review of the US-China trade deal
China
Tariffs add to trade distortion in energy markets
US tariffs on energy trade apply another layer of trade distortion to energy markets
International
Tariffs will damage the already pressured auto sector
President Trump’s latest tariff announcement is that all US imports of cars and car parts will face a 25% tariff rate
InternationalLatest Trump tariffs provoke robust Canadian response
Citing a national security threat to the US auto sector, President Trump announced a new 25% tariff on cars yesterday
CanadaChinese dominance will influence global dysprosium use
Demand is rising from many uses for heavy rare earth dysprosium; Chinese refiners control 99.9% of global supply
InternationalUS anti-clean energy push hits world energy transition
The US policy shift away from clean energy and foreign aid towards fossil fuels will affect the global energy transition
International
