Ep. 318: Brad Setser on Trump Tariffs, China’s Surging Surplus and Dollar Policy
Macro Hive Conversations With Bilal Hafeez
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Navigating U.S. Tariffs: Impacts and Adaptations
This chapter explores the rapid evolution of U.S. tariffs, highlighting their implementation speed and implications on the economy, particularly in relation to China. It examines how companies are adapting strategies to cope with tariffs, while trade patterns remain resilient despite the challenges posed by these policies. Additionally, the discussion addresses the complexities of China's accounting methods and the illegal practices of transshipment to circumvent U.S. tariffs.
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