One Year After Liberation Day, Plus the E-Commerce Moratorium and New Chinese Investigations

On this episode of the Trade Guys, Bill and Scott reflect on the anniversary of Liberation Day and how President Trump has reshaped the global economic landscape. They also react to the failure to renew the global moratorium on e-commerce taxation at the 14th WTO Ministerial and new Chinese investigations into U.S. trade practices.

On this episode of the Trade Guys, Bill opens with an update on the ongoing 14th WTO Ministerial Conference and the legislative implementation of the EU-U.S. trade deal. Bill and Scott then dive into the completed EU-Australia trade deal, the Trump administration's temporary pause on oil sanctions on Russia and Iran, new steel tariffs in the UK, and the new Agreement on Reciprocal Trade between the U.S. and Ecuador.

Bill and Scott discuss the SCOTUS ruling on the IEEPA tariffs one month after its decision, unpack the challenges and sanctions in the U.S.-Cuba relationship, and give an update on USMCA.

On this episode of the Trade Guys, Bill and Scott welcome Victor Cha, who is president of the Geopolitics and Foreign Policy Department and Korea chair at CSIS, as well as a Distinguished Professor at Georgetown University. Victor discusses a series of cases from his new book, China's Weaponization of Trade, which examines how and in what ways the United States and China have deployed economic coercion, focusing on China’s extensive use of this tactic over the past three decades

On this episode of the Trade Guys, Bill and Scott dive into the impacts of the Iran Conflict on world trade, especially for energy markets. Bill then gives an update on the Court of International Trade's efforts to implement the Supreme Court's IEEPA decision. They conclude by unpacking an escalating trade war between Ecuador and Colombia.

The Trade Guys make sense of the initial fallout from the SCOTUS decision, including refunds, potential tariff stacking, and impacts on industries and the international community. They also discuss potential changes in the EU-China relationship following German chancellor Merz's visit to Beijing.

On this episode of the Trade Guys, Bill and Scott discuss the current status of U.S. tariffs on steel and aluminum and also unpack a Senate bill proposing to revise the "First Sale" rule governing how tariffs are collected. They close with a look at the recent trade deal between the United States and Taiwan.

On this emergency episode of the Trade Guys, Bill and Scott break down the Supreme Court’s 6-3 decision striking down President Trump’s use of the International Emergency Economic Powers Act (IEEPA) for broad tariffs and discuss the implications of the decision for global trade.

On this episode of the Trade Guys, Bill and Scott unpack why House members voted to override President Trump's tariffs on Canada and what will come next. They also look at recent Indian dealmaking with the U.S. and EU, rising trade tensions between the EU and China, and the return of shipping commerce to the Suez Canal route.

On this episode of the Trade Guys, Bill and Scott react to the recently announced U.S. critical minerals stockpile and a broader effort to work with allies on price floors. They also discuss plummeting oil shipments to Cuba under Trump administration pressure, as well as continued efforts in the EU to sanction and decouple from Russia.