Trade & TTIP Related

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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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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21 Jul
Member News, Trade & TTIP Related

PwC | Trump administration announces additional country tariff rates, trade agreement ahead of August 1 deadline

What happened? Over the past week, President Trump has continued to pursue tariff enforcement measures as part of the administration’s broader trade policy agenda. President Trump has escalated the administration’s tariff strategy with new and proposed duties on goods from the European Union (EU), Mexico, Canada, and Russia, while simultaneously pursuing trade negotiations that led to preliminary agreements with Vietnam and Indonesia, and a potential agreement with India nearing completion. These steps are aimed at reducing bilateral tariffs and expanding...

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15 Jul
Member News, Trade & TTIP Related

Transatlantic Trade Monitor: Facts You Need Now | When the CHIPs are down: the Case for Semiconductor Corridors

By Ian Hunter, Director, OCO GLOBAL On Saturday, President Trump confirmed a 30 % tariff on most imports from the EU and Mexico, set to begin August 1. While the final product list is still pending, the administration has signaled – most recently on July  8 – that additional, sector-specific tariffs on semiconductors are being considered. Reuters reporting indicates these could exceed 25%, targeting critical inputs like chipmaking tools (Reuters, July 9). While not yet finalized, the prospect alone is creating uncertainty...

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15 Jul
Chapter News, New York Related News, Trade & TTIP Related

New York State Governor | Taking Action on Tariffs: Governor Hochul Directs New York State Agencies to Report on Cost Increases and Supply Chain Disruptions Caused by Trump’s Tariffs

By September 30, State Agencies Will Compile Data on Effects of Federal Tariffs on New York Consumers, Small Businesses, Farmers, Construction, Tourism and Other Sectors State Officials Will Use Data Across Each Sector To Produce A Statewide Tariff Economic Impact Report by October 31 Read the New Memo to State Agencies To Keep New Yorkers Up-To-Date on Programs Available for Tariffs Impact, Governor Launched Tariff Resource Guide Traducción al español Governor Kathy Hochul today announced actions to assess cost increases and supply chain disruptions caused...

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14 Jul
Member News, Trade & TTIP Related

Jaguar Freight | The Weekly Roar – Lots of letters, air rates holding steady, it’s worse again in the Red Sea, the final end of the de minimis exemption, and what does supply chain resilience really mean?

President Trump has sent letters to over two dozen countries (so far) warning them of new, higher tariffs that are set to take effect August 1. That is, unless, they secure new trade deals with the US. Many of the new rates are close to what Trump had imposed as part of his “liberation day” tariff rollout in April, which set a 10% baseline for nearly all countries and slapped much higher duties on dozens of individual nations. According to the letters,...

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11 Jul
Member News, Trade & TTIP Related

Transatlantic Trade Monitor: Facts You Need Now | Trade shocks, employment and the coming recession

The recession will start on the docks of Los Angeles. It will be a product of a rational response of producers, wholesalers and retailers to the uncertainty created by policymakers. The cost of those policy decisions is a misapplied consumption tax on households and businesses, which will soon cause a premature and unnecessary end to the expansion. Rising inflation, declining real incomes and increasing unemployment will follow. The price of those policies will first be paid at the ports and then...

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01 Jul
Member News, Trade & TTIP Related

Jaguar Freight | The Outlook for Q3 2025

Extreme Uncertainty Reigns Due to Geopolitics and Tariffs while Market Demand Fluctuates. Global Ports The Headlines: The tariff roller coaster has been manageable for ports, at least on the US West Coast, with impact being nowhere near the pandemic peaks (so far). Notable is that a White House spokesperson recently indicated the end date for the 90-day tariff pause is ”flexible”. However, European and Latin American ports have had a more difficult time with congestion thanks to several other ongoing problems, including service realignments,...

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