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Trump concluded two trade deals - What do they tell us about the upcoming EU and Japan talks?

Trump concluded two trade deals – What do they tell us about the upcoming EU and Japan talks?

In the past two years, the Trump Administration has threatened or implemented new trade restrictions that have impacted every single region in the world. Most are still pending further negotiations. But with the successful renegotiation of both a NAFTA and…

By Ryan Connelly | October 18, 2018 | Global | No Comments |
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Next steps as the U.S. slaps steel and aluminum tariffs on trade partners

Next steps as the U.S. slaps steel and aluminum tariffs on trade partners

Below is an excerpt of the rapid-response alert shared with our clients, hours after President Donald Trump imposed steel and aluminum tariffs on the EU, Mexico, and Canada. These tariffs were announced back in March, but the US granted these countries temporary…

By Ryan Connelly | June 6, 2018 | Global | No Comments |
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Trade wars: What if Trump and Lighthizer are playing chess?

In chess, a gambit is a move where a player sacrifices a low-value piece to gain a tactical advantage. It’s a high-risk move, but it’s a calculated risk. Proper use of gambits requires deep knowledge of the game and strategic…

By Ryan Connelly | March 30, 2018 | Global | 1 Comment |
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Chart of the Week: Is India the next big opportunity for MNCs?

Chart of the Week: Is India the next big opportunity for MNCs?

The chart of the week is from Ryan Connelly, Senior Analyst for Global Economics: “At a growth rate of 7%, the size of an economy doubles every 10 years. This kind of momentum creates all sorts of opportunities for B2C,…

By Ryan Connelly | March 22, 2018 | Asia Pacific | No Comments |
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US steel and aluminum tariffs: Are we in a trade war yet?

US steel and aluminum tariffs: Are we in a trade war yet?

According to recent press reports, US President Donald Trump will implement substantial tariffs on imported steel (25%) and aluminum (10%) as soon as next week. The net impact of these tariffs will be negative for US growth. When the US…

By Ryan Connelly | March 2, 2018 | Global | No Comments |
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Trump Tax Plan: Four main impacts on MNCs

President Donald Trump’s Tax Cuts & Jobs Act (TCJA)—which combines a significant decrease in the corporate tax rate and a temporary investment holiday on new fixed investment—creates significant incentives for multinationals to expand their US manufacturing footprints. Beyond US borders,…

By Ryan Connelly | February 20, 2018 | Global | No Comments |
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Chart of the Week: US approaches energy independence

The chart of the week is from Ryan Connelly, Senior Analyst for Global Economics: “The US shale revolution has led to a dramatic increase in US crude production. The US is currently producing just under 10mm bp/d of crude oil…

By Ryan Connelly | February 14, 2018 | Global | No Comments |
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