Trump is leaning into Section 232 tariffs—sectoral tariffs based on national security threats. From cars to copper, 12 sectors are now under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from 🧵(1/5) on.cfr.org/4n8JrQe

In my latest for @opinion.bloomberg.com, I argue rising Chinese exports to Mexico are causing not just geopolitical heartburn for a country caught between two superpowers but also threaten Mexico’s future economic prosperity.

Section 232 tariffs aim to protect national security. From cars to copper, 9 sectors are under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from. 🧵(1/10) bit.ly/3TCsOQo

I joined @inumanak.bsky.social @zoe-liu.bsky.social @edwardalden.bsky.social @bennsteil.bsky.social @hillmanje.bsky.social Brad Setser, Matt Goodman, Will Freeman, & Rebecca Patterson to reflect on Trump’s tariffs and what they have achieved since the 90-day pause. You can read the piece here:

I spoke with Christina Ruffini on @msnbc.com about Trump’s trade war with China and how both countries might be affected. You can watch the full segment here

Trump’s tariffs will incentivize companies to move from a “China plus one” manufacturing model to a “U.S. plus one” version. Over time, this will marginalize the United States in the global economy. My latest for @opinion.bloomberg.com:

“America First” protectionism isolates the US from the regional market and allows other nations to fill the void. Without partnerships, the US weakens its ability to compete with other regions. upriverpress.substack.com/p/globalizat... @yalepress.bsky.social @shannonkoneil.bsky.social #tariffs

Really sharp, knowing discussion of "Liberation Day" with @shannonkoneil.bsky.social, Allison Schrager and @jonathanjlevin.bsky.social, with a dollop of wit thrown in. The one (enjoyable) livestream you need to understand Trump's tariffs before they hit. x.com/i/broadcasts...

Trump’s upcoming tariff barrage will hold back U.S.-based exporters and the growth they can bring. In my latest for @opinion.bloomberg.com, I argue that the U.S. should shift its focus from cutting imports to the other side of the trade equation and boost exports.

"The drastic drawdown of National Endowment for Democracy grants and other democracy promotion support has already had major implications in Southeast Asia and other regions," writes my colleague @joshkurlantzick.bsky.social for @cfr.org: www.cfr.org/blog/trumps-...

Trump’s latest steel and aluminum tariffs aim to crack down on Chinese-made metals, but they’ll barely affect Beijing. These six charts show what’s at stake, what comes next, and why it matters. My latest @cfr.org with Julia Huesa: 🧵(1/6) www.cfr.org/article/what...

I joined Shaine Anderson to talk tariffs, regionalization, and what might be at stake over the next four years on NAIOP’s Inside CRE podcast. You can listen to the full episode here spoti.fi/42Wgq3w

I spoke with David Westin on Bloomberg TV's "Wall Street Week" about how tariffs could break down North American supply chains, kill US jobs, and lower US economic growth. You can watch here bloom.bg/42OPAu8

I joined @kylehandley.bsky.social, Scott Horsley, and @alexis-madrigal.bsky.social to talk Trump's tariffs and why they matter on @kqedforum.bsky.social. You can listen to the full segment here bit.ly/415iULN

Why do Trump’s tariffs miss the mark? I spoke with Katy Tur at MSNBC about how imposing tariffs will not help solve the fentanyl crisis or grow American economic competitiveness. Our full conversation, here bit.ly/4gsMWgE

Trump is threatening tariffs on Canada, China, and Mexico starting February 1. Here are nine @cfr.org charts showing what that may mean for all four economies. 🧵(1/6) www.cfr.org/article/what...