Trade Policy

Geopolitics

Europe’s ‘Made in Europe’ Gambit Risks Fracturing Western Supply Chain Alliance

Brussels unveils local-content mandates as UK and allied partners warn of friend-shoring fragmentation

8 min read ·
Geopolitics Markets

Bessent Signals 15% Universal Tariff Imminent as Markets Brace for Policy Shock

Treasury Secretary's 'this week' timeline for tariff escalation marks sharp pivot from targeted duties to blanket protectionism, testing investor appetite and global trade architecture.

9 min read ·
Geopolitics Markets

Americans Pay 90% of Tariff Costs as Supreme Court Forces Policy Reset

New research traces $287 billion in customs revenue to domestic consumers and businesses, while Bank of Japan holds rates steady amid diverging central bank policies.

8 min read ·
Geopolitics Macro

Over 1,500 Companies Sue US Government Seeking Billions in Tariff Refunds

Supreme Court's February 20 ruling invalidating IEEPA tariffs triggers unprecedented legal battle over estimated $160-175 billion in duties, as major retailers and small businesses race to secure refunds while administration deploys alternative trade authorities.

8 min read ·
Geopolitics Technology

Seoul Ends 19-Year Standoff, Grants Google Maps Access Under US Trade Pressure

South Korea conditionally approved Google's export of high-precision map data after rejecting similar requests in 2007 and 2016, as Washington linked the restrictions to tariff negotiations worth billions.

8 min read ·
Markets

Stellantis Reports €22.3 Billion Loss as Tariff Pressures Mount

The automotive giant's first-ever annual loss signals structural turmoil beyond failed EV bets—with US tariff costs rising to €1.6 billion in 2026.

7 min read ·