Trump Tariffs

Geopolitics Macro

China Eliminates Tariffs on 53 African States as Trump’s Trade War Reshapes Global Alignments

Beijing's zero-tariff policy positions it as development partner while Washington loses ground in critical minerals competition

9 min read ·
Geopolitics Macro

EU Clears Trump’s July 4 Trade Deadline as Political Theater Reshapes Global Dealmaking

Provisional agreement removes ratification bottleneck but establishes fragile template for deadline-driven negotiations with China and UK to follow.

7 min read ·
Geopolitics Macro

Malaysia Kills US Trade Deal, Exposing Trump’s Tariff Framework Collapse

First high-profile defection signals cascading unraveling of bilateral agreements after Supreme Court ruling stripped legal foundation.

8 min read ·
Energy Macro

Powell Attributes Persistent Inflation to Trump Tariffs as Energy Shock Stalls Rate Cuts

Fed chair quantifies tariff pass-through at 0.5–0.75 percentage points while Middle East crisis creates impossible policy bind between baseline inflation and demand destruction.

8 min read ·
Geopolitics

Washington Locks Indonesia Into Trade Orbit as Nickel Becomes New Leverage Point

US-Indonesia reciprocal trade pact delivers concrete friend-shoring gains in critical minerals, testing whether tariff diplomacy can durably reshape supply chains dominated by Chinese capital.

9 min read ·