Recently Trump announced a trade deal with the EU with terms that impose a 15% tariff on all E.U. imports (including motor vehicles) and a 0% retaliatory tariff on the U.S. Currently, if we consider consumer goods imported, EU goods account for roughly 0.75% of the...
In the first five months of 2025, the U.S. government collected $68.9 billion in tariffs and excise taxes, as the Yale Budget Lab reports the effective tariff rate surged from 2.4% in 2024 to 19.4% by July 23, 2025. With duties now at their highest level in recent...
As we approach the second half of 2025, the inflation trajectories of China and Japan reflect contrasting dynamics shaped by domestic economic conditions, external influences, and global uncertainties. Leveraging our proprietary forecasting models and comparative...
Left foot forward, right foot forward, puncturing the mud, plodding along, the wind in winter, the sun in summer, in the trees’ shadows, patterns of light and dark along the ground, again, again, till the finish line, one certainty: I would be last in the school cross...
Since the inauguration of President Trump, uncertainty has significantly influenced inflation dynamics, primarily through unpredictable tariff policies. However, firms are now demonstrating increased adaptability, gradually adjusting their strategies to manage this...
To date, uncertainty has been the defining feature of the inflation story. Volatile trade policy has deterred many firms from making strategic investments, slowing business activity across the board. Now, as companies learn to anticipate the cadence of the...
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