THINK economic and financial analysis
Contains 34 articles

Trade watch

The latest updates from our team of economists and strategists on the ongoing trade war turmoil and tariff developments

From IEEPA to Section 122: What a tariff reset means for Asia
China

From IEEPA to Section 122: What a tariff reset means for Asia


Key exporters like India, China and Vietnam are set to benefit from lower effective tariff rates

Deepali Bhargava

United States
New tariffs, new uncertainty
New tariffs, new uncertainty
FX
Rates
Tariff slapdown: What the markets say
Tariff slapdown: What the markets say
United States
Trade
Supreme Court pulls plug on Trump’s IEEPA tariffs
Supreme Court pulls plug on Trump’s IEEPA tariffs
Transport & Logistics
Trade
Global trade in 2026: significant slowdown amid large shifts
Global trade in 2026: significant slowdown amid large shifts
India
Trade
Europe proves it can act strategically as India deal seeds future growth
Europe proves it can act strategically as India deal seeds future growth
Commodities, Food & Agri
Transport & Logistics
Trade
Why not everyone’s happy with the EU-Mercosur deal
Why not everyone’s happy with the EU-Mercosur deal
China
Trade
China's trade surplus tops $1tn mark as exports rebound despite tariffs
China's trade surplus tops $1tn mark as exports rebound despite tariffs
United States
Trade
US Supreme Court starts hearings on tariffs
US Supreme Court starts hearings on tariffs
China
Trade
Rising trade tensions unveil Europe’s China shock 2.0
Rising trade tensions unveil Europe’s China shock 2.0
Commodities, Food & Agri
How rare earths became the next trade war weapon
How rare earths became the next trade war weapon
How Trump might bypass US courts to continue his tariff agenda
How Trump might bypass US courts to continue his tariff agenda
FX
United States
Economics Live: Tariffs, Trump and Trade - What next for central banks?
Economics Live: Tariffs, Trump and Trade - What next for central banks?
United States
US economy shrinks on import surge
US economy shrinks on import surge
Bundle FX
FX Talking: 'You wanted a weaker dollar'
Bundle FX Talking: 'You wanted a weaker dollar'
The tariff sledgehammer smashing the global world order
The tariff sledgehammer smashing the global world order
United States
For the US, Trump's 'beautiful' tariffs are in the eye of the beholder
For the US, Trump's 'beautiful' tariffs are in the eye of the beholder
China
China holds strong as trade war crescendos
China holds strong as trade war crescendos
Rates
Rates: US Treasuries have become a ‘pain trade’
Rates: US Treasuries have become a ‘pain trade’
FX
FX: Ranking currencies in a new world order
FX: Ranking currencies in a new world order
The renewed pressure on global central banks
The renewed pressure on global central banks
Trade
Navigating the new tariff landscape
Navigating the new tariff landscape
United Kingdom
Tariffs are just the latest reason to expect UK tax rises this year
Tariffs are just the latest reason to expect UK tax rises this year
Czech Republic
Hungary
How the CEE's central banks might respond to Trump's tariffs
How the CEE's central banks might respond to Trump's tariffs
CEE countries could be more resilient to the tariff threat than you might think
CEE countries could be more resilient to the tariff threat than you might think
Armenia
Azerbaijan
How the CIS-4 are navigating global trade tensions
How the CIS-4 are navigating global trade tensions
Commodities, Food & Agri
Energy
Tariff-induced sell-off hits commodities
Tariff-induced sell-off hits commodities
Opinion

By Inga Fechner and Thijs Geijer

US Food and Agri trade deficit still key in future talks with EU
Opinion US Food and Agri trade deficit still key in future talks with EU
China
Trade
A test of endurance is underway as Trump narrows trade war focus on China
A test of endurance is underway as Trump narrows trade war focus on China
FX
Rates
Austria
Belgium
Trump's 'sledgehammer' tariff reversal - our reaction
Trump's 'sledgehammer' tariff reversal - our reaction
Opinion

By Marieke Blom

The impact of Trump's tariffs so far
Opinion The impact of Trump's tariffs so far
Czech Republic
Hungary
Listen: What Trump's tariffs mean for Central and Eastern Europe
Listen: What Trump's tariffs mean for Central and Eastern Europe
United Kingdom
What US tariffs mean for the UK economy, rate cuts, taxes and trade
What US tariffs mean for the UK economy, rate cuts, taxes and trade
China
Trade
China opts for eye for an eye retaliation as Trade War 2.0 breaks out
China opts for eye for an eye retaliation as Trade War 2.0 breaks out