Hormuz Blockade Impacts and Trump's New Tariff Playbook

On this episode of the Trade Guys, Bill and Scott give an update on the launch of the tariff refund process. They also discuss the U.S. "Trade Over Aid" initiative and break down U.S. Trade Representative Jameison Greer's congressional testimony on the administration's trade agenda.

On this episode of the Trade Guys, Bill and Scott unpack the latest on the economic impacts of the blockade of the Strait of Hormuz. They also look at the Trump administration's efforts to implement tariffs under Sections 122 and 301.

On this episode of the Trade Guys, Bill and Scott talk with Kate Koren, Deputy Director of the Economics Program at CSIS. She discusses the latest efforts in Congress to align U.S. export controls with partners, including the MATCH Act bill. They also cover new Section 232 tariffs on pharmaceuticals and metals and the White House's budget request for Fiscal Year 2027.

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.