RenMac RenMac Off-Script: Trad(ing) Tensions
Nov 14, 2025
Trade expert Kellyanne Shaw shares her insights on a recent whirlwind of global trade deals and the White House's strategic tariff recalibrations aimed at easing consumer costs ahead of the midterms. She discusses the shift from Asian to Western Hemisphere trade, evaluates the potential of bilateral deals in reducing the U.S. trade deficit, and links tariff adjustments to political motivations. Shaw also emphasizes how voter sentiment, alongside market trends, will influence future trade policies.
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Western Hemisphere Textile Pivot
- The administration prioritized Western Hemisphere trade deals with preferential access for textile products.
- This shift aims to move supply chains out of Asia and strengthen an economic-security Western Hemisphere alliance.
Trade Alone Won't Cure The Deficit
- Bilateral trade deals can affect deficits, but currency and other tools matter more.
- Trade fixes must address tariff asymmetries and non-tariff barriers to be effective.
Use Tariff Tweaks To Ease Consumer Pain
- Expect tariff recalibration to alleviate consumer pain ahead of elections.
- Watch for targeted tariff cuts on parts and consumer goods to improve affordability.