The Peter Zeihan Podcast Series Trump’s Tariffs: Reciprocal Edition + Live Q&A || Peter Zeihan
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Apr 8, 2025 Dive into the complexities of Trump’s new reciprocal tariffs impacting around 50 countries. Discover how a hefty 25% tariff on non-domestic automotive products could influence inflation and global supply chains. The discussion highlights potential strains on the automotive sector and concerns about recession. Explore the broader implications for international trade and technological partnerships, particularly in East Asia, as these tariffs reshape economic landscapes.
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Reciprocal Tariffs and Their Impact
- Trump's reciprocal tariffs target roughly 50 countries with varying percentages.
- These tariffs will likely cause inflation and a recession lasting about a year.
Western Hemisphere Tariffs
- Tariffs on the Western Hemisphere are around 10%, impacting integrated supply chains.
- This will cause inflation, but it might not be enough to shift production.
Automotive Tariffs
- A 25% tariff on all non-US-made automotive products will significantly increase vehicle costs.
- This applies even if parts are sourced from elsewhere but assembled in the US.