Patrick Boyle On Finance Is the Global Trading System Breaking Down?
Aug 5, 2025
Dive into the shifting landscape of global trade as rising tariffs stir concerns across nations like Canada, India, and the EU. Discover the implications of Trump's trade deals, particularly their potential to sideline China. Explore the delicate balance between presidential authority in trade agreements and its economic repercussions. Assess the financial effects of tariffs on consumer prices and foreign trade, while unraveling the geopolitical dynamics of current market disruptions.
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Trade Deals Exclude China Strategically
- Trump's trade deals aim to exclude China from global supply chains through specific tariff conditions.
- The UK-US deal prototypes a new trade policy linking market access to geopolitical alignment.
EU Deal Reflects Internal Divisions
- The EU's trade deal with the US is one-sided due to EU's internal divisions and reluctance to retaliate.
- Europe's fragmented interests weaken its negotiating power against US protectionism.
Tariff Uncertainty Delays Investment
- Businesses face uncertainty due to opaque tariff relief conditions tied to national security.
- Corporate investment is delayed as firms await clear enforcement guidance under new rules.