Trade Policy

Hard currency spreads hit historically tight levels by May as distressed sovereigns led gains, but a drone strike on June 25 closed the quarter on a cautious note.

Three judges on the U.S. Court of International Trade ruled Thursday that the president had legal authority to rescind the de minimis exemption, ending duty-free entry for goods under $800.

The move ends a six-month screwworm ban, handing U.S. processors a stable supply line and Mexican ranchers their most important export market.

The president's move follows a $5.2 billion antitrust penalty from the European Commission against Alphabet, risking a broader trade dispute for U.S. tech firms.

Sen. Bill Cassidy signals he will reintroduce legislation imposing tariffs on imported goods from high-emitting nations, sparking fresh lobbying from energy and manufacturing sectors

CMA CGM and Hapag-Lloyd suspended all bookings to and from Cuba, deepening the island's economic isolation

Katherine Tai's swift clarification of Trump's Taiwan remarks signals White House concern over market reaction and trade stability with China

President Trump announced a new U.S.-Japan technology initiative to reshore semiconductor and AI production, triggering a lobbying frenzy among defense and tech giants

President Trump sought a 20 percent reduction in China's $400 billion trade surplus, while President Xi emphasized domestic semiconductor production

President's economic push comes as inflation holds above 3 percent for sixth straight month, with domestic manufacturers poised to benefit from new policies

A top Canadian diplomat voiced international concerns over potential U.S. protectionist policies, signaling anxieties among allies about Washington's commitment to global economic integration and its ripple effects on financial markets.

The potential policy shift represents a dramatic departure from protectionist stances and could trigger broad market gains

The White House's unprecedented tariff threat on branded pharmaceuticals forces a reckoning for global drugmakers, demanding domestic manufacturing or steep levies.

The Trump administration's strategic realignment of steel, aluminum, and copper tariffs signals a significant cost increase for many imports, directly benefiting U.S. materials companies and reshaping industrial supply chains.