Donald Trump’s biggest trade shock is yet to come

About this episode

This episode discusses the unexpected outcomes of Trump's tariff war and the looming trade challenges ahead.

The year since the US president’s ‘Liberation Day’ tariff war has produced many surprises. In this episode of The Big View, Peter Thal Larsen and IMD Business School’s Simon Evenett discuss why dire forecasts fizzled, how China levies fell to 26%, and why a larger jolt looms. The Supreme Court Rules, Uncertainty by Design Remains – Global Trade Alert Trade Redirection of Chinese Exports During 2025: Evidence from Full-Year Data – Global Trade Alert The Big View: What Trump’s tariff tantrum will do to world trade The Big View: Why Trump’s trade assault will fail and keep going Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Peter Thal Larsen

Guest: Simon Evenett

Topics covered

• trade war
• tariffs
• China
• global trade
• economic forecasts

Keywords

• Trump
• tariffs
• China
• trade shock
• economic impact

Mentioned in this episode

Organizations: IMD Business School, Global Trade Alert, Thomson Reuters

Places: US

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