https://www.ft.com/content/38997f3b-d1f1-46dd-a173-c19b63304f12
Beijing is agile enough to swerve US protectionism.
One Weapon China Is Reluctant to Deploy Against Tariffs: A Weaker Currency
https://www.wsj.com/finance/currencies/us-china-tariffs-yuan-currency-value-d274ea9c
The last time Trump hit China with tariffs, Beijing devalued the yuan, blunting the impact. This time, Xi Jinping has signaled the country should defend its currency.
China Has a $1 Trillion Head Start in Any Tariff Fight
https://www.wsj.com/economy/trade/china-has-a-1-trillion-head-start-in-any-tariff-fight-e1c82092
China’s trade surplus shows Western efforts to reduce dependence on China are coming up short.
Chinese Companies Have Sidestepped Trump’s Tariffs. They Could Do It Again.
https://www.nytimes.com/2024/12/31/business/economy/trump-tariffs-china.html
The companies have found plenty of new channels to the U.S. market — demonstrating the potential limits of the tariffs Donald Trump has promised to impose.
How China is setting up shop in America’s backyard
https://ig.ft.com/china-mexico-tariffs/
An increasingly close trade relationship is putting Mexico in the spotlight.
The Not-So-Secret Way Around U.S. Tariffs
https://www.wsj.com/economy/trade/tariff-evasions-us-trade-c7f3cb27
Cabinets made in China were rerouted through Malaysia and ended up in U.S. kitchens—sparking a Customs probe and splintering an American industry.
China’s Trump cards in the coming trade war escalation
https://www.ft.com/content/bd3a0377-58a9-4283-b9c4-d7445b7d3df8
US policymakers should think more about retaliatory responses to probable tariff increases.
Trump is threatening to raise tariffs again. Here’s how China plans to fight back
https://www.latimes.com/world-nation/story/2024-12-10/china-us-trade-war-trump-tariffs-retaliation
Did Tariffs Make American Manufacturing Great?
https://www.milkenreview.org/articles/did-tariffs-make-american-manufacturing-great
Tariff Inflation: Now You See It ... Now You Still See It
https://www.milkenreview.org/articles/now-you-see-it-now-you-still-see-it
Chinese Companies Have Sidestepped Trump’s Tariffs. They Could Do It Again.
https://www.nytimes.com/2024/12/31/business/economy/trump-tariffs-china.html
The companies have found plenty of new channels to the U.S. market — demonstrating the potential limits of the tariffs Donald Trump has promised to impose.
How China is setting up shop in America’s backyard
https://ig.ft.com/china-mexico-tariffs/
An increasingly close trade relationship is putting Mexico in the spotlight.
The Not-So-Secret Way Around U.S. Tariffs
https://www.wsj.com/economy/trade/tariff-evasions-us-trade-c7f3cb27
Cabinets made in China were rerouted through Malaysia and ended up in U.S. kitchens—sparking a Customs probe and splintering an American industry.
China’s Trump cards in the coming trade war escalation
https://www.ft.com/content/bd3a0377-58a9-4283-b9c4-d7445b7d3df8
US policymakers should think more about retaliatory responses to probable tariff increases.
Trump is threatening to raise tariffs again. Here’s how China plans to fight back
https://www.latimes.com/world-nation/story/2024-12-10/china-us-trade-war-trump-tariffs-retaliation
Did Tariffs Make American Manufacturing Great?
https://www.milkenreview.org/articles/did-tariffs-make-american-manufacturing-great
Tariff Inflation: Now You See It ... Now You Still See It
https://www.milkenreview.org/articles/now-you-see-it-now-you-still-see-it
Trump’s Tariffs May Not Do What He Thinks
https://www.politico.com/news/magazine/2025/01/15/trump-trade-wars-tariffs-00198250
https://www.politico.com/news/magazine/2025/01/15/trump-trade-wars-tariffs-00198250
The Debate Over Trump’s Favorite Word Needs a Reset
https://www.nytimes.com/2025/01/20/opinion/trump-tariffs-trade.html
Rethinking the Optimal Tariff Theory
https://chicagopolicyreview.org/2015/01/15/rethinking-the-optimal-tariff-theory/
https://www.nytimes.com/2025/01/20/opinion/trump-tariffs-trade.html
Rethinking the Optimal Tariff Theory
https://chicagopolicyreview.org/2015/01/15/rethinking-the-optimal-tariff-theory/
Paul Krugman’s take:
https://paulkrugman.substack.com/p/voodoo-trade-policy-comes-to-america
https://paulkrugman.substack.com/p/voodoo-trade-policy-comes-to-america