30 Jul
Chapter News, Trade & TTIP Related

ECB | China-US trade tensions could bring more Chinese exports and lower prices to Europe

By Lukas Boeckelmann, Lorenz Emter, Vanessa Gunnella, Karin Klieber and Tajda Spital With trade tensions between China and the United States reaching new heights, Chinese exports may be redirected to the euro area. In a severe scenario, this additional supply and the accompanying lower import prices could bring down euro area inflation by as much as 0.15 percentage points. The United States has imposed tariffs on many trading partners, with China being hit particularly hard. Hamstrung by higher US tariffs, Chinese...

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29 Jul
Chapter News

ECB | From hype to hazard: what stablecoins mean for Europe

Stablecoins are reshaping global finance – with the US dollar at the helm. Without a strategic response, European monetary sovereignty and financial stability could erode. However, in this disruption there is also an opportunity for the euro to emerge stronger. Stablecoins are reshaping global finance – with the US dollar at the helm. Without a strategic response, European monetary sovereignty and financial stability could erode. However, in this disruption there is also an opportunity for the euro to emerge stronger....

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29 Jul
Member News, Trade & TTIP Related

Bannockburn Capital Markets | Trade Deal Weighs on the Euro

Overview: The US and EU struck a trade deal that is less onerous than threatened and reduces the uncertainty plaguing businesses and investors. In May, President Trump threatened a 50% tariff on most EU goods, and yesterday, agreed to 15% (including autos and pharma, but not metals). There seems to be some debate over whether quota and tariff system will apply to steel and aluminum. The EU reportedly agreed to purchase $750 bln of US energy, "vast amounts" of military...

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29 Jul
Chapter News, Trade & TTIP Related

European Commission | EU-US trade deal explained

On 27 July 2025, European Commission President Ursula von der Leyen and US President Donald J. Trump agreed a deal on tariffs and trade. The transatlantic partnership is a key artery of global trade and is the most significant bilateral trade and investment relationship in the world. EU-US trade in goods and services has doubled over the last decade, surpassing €1.6 trillion in 2024, with €867 billion of trade in goods and €817 billion of trade in services. That is over €4.2 billion of goods and services crossing the Atlantic every...

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29 Jul
Member News

Jaguar Freight | The Weekly Roar – A decrease in N. American transborder shipping, down throughput at the EU’s largest port, diesel prices up, shifting US manufacturing sector, and managing robots in the supply chain.

First, a quick check on tariff news after an eventful week: • The US and EU have reached a trade deal that imposes a 15% blanket tariff on all EU goods imported into the US. avoiding the previously threatened 30% rate. In return, the EU has pledged hundreds of billions of dollars in U.S. investments. The agreement is set to take effect Friday. • A “massive” deal has been made with Japan. According to a social media post by President Trump,...

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28 Jul
Chapter News, Trade & Tariffs, Trade & TTIP Related

Transatlantic Trade Monitor: Facts You Need Now | Statement by President von der Leyen on the Deal on Tariffs and Trade with the United States

We have reached a deal on tariffs and trade with the US. Today's deal creates certainty in uncertain times. It delivers stability and predictability, for citizens and businesses on both sides of the Atlantic. This is a deal between the two largest economies in the world. We trade USD 1.7 trillion per year. Together we are a market of 800 million people. And we are nearly 44% of global GDP. Just a few weeks after the NATO summit, this is...

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25 Jul
Member News, Trade & TTIP Related

Trepp | Why CRE’s Current Stability May Be Masking Mounting Risks

By Rachel Szymanski, Chief Economist, Trepp Commercial real estate (CRE) decisions are highly dependent on the macroeconomic environment, one that has become increasingly volatile and difficult to navigate. The biggest challenge is predicting whether large macro developments will unfold gradually or trigger sharp cascades. In highly uncertain times, it becomes even more important to focus not just on tracking outcomes but on understanding the larger forces that shape how the economy will adjust to new developments. Beyond headline indicators, it is the...

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25 Jul
Chapter News

ECB | Time to be strategic: how public money could power Europe’s green, digital and defence transitions

By Othman Bouabdallah, Ettore Dorrucci, Carolin Nerlich, Christiane Nickel and Aurelian Vlad Following the June NATO summit, Europe is confronting heightened challenges in financing its green, digital and defence transitions as new defence commitments place increased pressure on national and EU budgets. Balancing strategic priorities with debt sustainability is crucial. This blog outlines a three-pronged strategy: (i) relying on existing fiscal mechanisms; (ii) additional fiscal measures at the national level; and (iii) fostering a more cohesive and productive Europe. Europe is facing...

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25 Jul
Member News

Noerr | Public funding for AI gigafactories

To enable European businesses to use artificial intelligence (AI) in a trustworthy manner and remain internationally competitive, the European Commission is working to secure a leading role for Europe in the field of artificial intelligence and aims to make Europe an “AI continent”. To this end, the European Commission is pursuing a comprehensive strategy, which is primarily set out in its 2024 AI Innovation Package, the Competitiveness Compass 2025, the AI Continent Action Plan and the Apply AI Strategy....

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25 Jul
Member News

Vulcan View: The latest EU developments 21 July – 25 July

EU reassesses trade strategy following US-Japan agreement On Tuesday, 22 July, US President Donald Trump announced the conclusion of a new bilateral trade agreement with Japan. The deal, which Trump has described as “the biggest deal ever made,” introduces a 15% tariff on Japanese exports – significantly lower than the previous 25% tariffs that were due to come into effect on 1 August. In return, Japan has agreed to a $550 billion investment in the US. On the EU side, negotiators believe that a final EU-US deal...

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