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Prepare for huge US trade changes as Trump goes America First
United States

Prepare for huge US trade changes as Trump goes America First


Trump, tariffs and trade in 2025

Inga Fechner

THINK United States

James Knightley
James Knightley

Chief International Economist, US

Latest on United States

United States
More signs of a US manufacturing revival

More signs of a US manufacturing revival

Recent manufacturing data has offered encouragement of a potential upward shift in output
Energy
Sustainability
United States
Data centre growth to drive US energy policy and continued clean energy deployment

Data centre growth to drive US energy policy and continued clean energy deployment

Exponential data centre growth is anticipated to drive US clean energy development under the new Trump administration

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United States
Trade
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FX
Canada
United States
A perfect storm for the Canadian dollar
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FX
Rates
United States
Fed confirms a slower and shallower rate cut story for 2025
United States
US inflation relief, but an extended Fed pause still looks likely
US inflation relief, but an extended Fed pause still looks likely
Sustainability
Healthcare
United States
Five things to watch for healthcare and pharma in 2025
Five things to watch for healthcare and pharma in 2025
United States
US jobs report heightens chances of an extended Fed pause
US jobs report heightens chances of an extended Fed pause
Opinion

By Padhraic Garvey, CFA

US Rates heading deeper into the Zone of Interest
US Rates heading deeper into the Zone of Interest
United States
US maintains growth momentum with warning signs of inflation
US maintains growth momentum with warning signs of inflation
United States
The pared back US tariff report that never was
The pared back US tariff report that never was
United States
US manufacturing shows encouraging signs of life
US manufacturing shows encouraging signs of life
United States
Sticky US inflation points to a more cautious Fed in 2025
Sticky US inflation points to a more cautious Fed in 2025

FX

More FX
FX
Rates
United States
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Recent developments in the global economy
Recent developments in the global economy
FX
Rates
United States
Fed confirms a slower and shallower rate cut story for 2025
Fed confirms a slower and shallower rate cut story for 2025
FX
Canada
United States
A perfect storm for the Canadian dollar
A perfect storm for the Canadian dollar
FX
Rates
United States
Fed set to cut 25bp but to signal a slower, shallower path ahead
Fed set to cut 25bp but to signal a slower, shallower path ahead

Credit

More Credit
Report Credit
United States
US Dollar Credit Supply: Higher supply than previous July levels
US Dollar Credit Supply: Higher supply than previous July levels