What's New
Explore our latest reports and pieces
Spotlight
Tariff Deals Booklet
A visual guide to the US tariff-related dealsThis Booklet provides visual summaries of the tariff-related deals. We compare the deals' core commitments and their implementation status and provide detailed overviews of the content of each deal, identifying core pledges and conflicting statements. The Booklet only covers agreements where both parties have published official statements about them.
Ana Elena Sancho, Marius Risse 19 Jan 2026
US Tariff Stacking, Explained
Latest Update: 15 January 2026This blog breaks down US tariff stacking, i.e. how multiple tariffs can apply to the same imported product under different trade actions. It examines Executive Order 14289, its modifications, alongside other stacking rules announced since April 2025. The piece explains which tariff regimes follow hierarchy rules versus those that accumulate.
Fiama Angeles, Halit Harput 15 Jan 2026
Head-to-Head with China in World Markets: Export Overlap Between China and Its Trading Partners
Our goal here is to demonstrate how readily available trade statistics can inform debates about the growing threat posed by China’s most successful goods exports to the vanguard firms in her trading partners. We analyse the overlap between China’s top export products and the export portfolios of major trading partners. We calculate the shares of a trading partner’s exports that fall within the largest 25 or 100 product lines that China exported in 2023, the latest year a complete set of global trade data is available. These shares can be easily interpreted, unlike indices deployed by others and they are less volatile than the monthly official trade data releases that have driven so much media reporting during 2025. We benchmark the 2023 results against those in 2015, the year when the Made in China 2025 industrial policy began to be implemented. Our choice of trading partners allows for benchmarking across regions, levels of development, and geopolitical distance from Beijing. To fix ideas, we set out seven hypotheses of relevance to business and policymakers. We evaluate each hypothesis using the export overlap statistics and highlight which aspects of the current narrative concerning the Chinese export surge diverge from underlying evidence—a narrative we also put in its appropriate context using 2025 data.
Simon Evenett, Stefan Legge 17 Dec 2025
All Analyses
The Import Tariff That Acts Like an Export Tax
How the Trump Administration Found a Constitutional Workaround [ZEITGEIST #81]Johannes Fritz 22 Jan 2026
EU Countermeasures Chartbook
An analysis of the EU's proposed tariff response to US trade measuresJohannes Fritz 21 Jan 2026
Kissinger's Question Inverted: Distributed Power and Escalation Dominance in the Greenland Crisis
ZEITGEIST SERIES BRIEFING #80Simon Evenett 20 Jan 2026
Tariff Deals Booklet
A visual guide to the US tariff-related dealsAna Elena Sancho, Marius Risse 19 Jan 2026
US Tariff Stacking, Explained
Latest Update: 15 January 2026Fiama Angeles, Halit Harput 15 Jan 2026
Building Geopolitical Muscle: How Companies Turn Insights into Strategic Advantage
World Economic Forum White Paper January 2026Simon Evenett, Thomas Bedouet, Nikolaus Lang & others 12 Jan 2026
Global Trade Alert in the News
Recent mentions and citations of our evidence and insights.Global Trade Alert 08 Jan 2026
GTA Monthly Roundup: December 2025
A summary of trade and industrial policy activity worldwideFiama Angeles 06 Jan 2026
US Tariff Measure Inventory 2025
Product Scope, Exclusions, and Full HTS ScheduleJohannes Fritz, Halit Harput 22 Dec 2025
Relative Trump Tariff Advantage Chart Book
This Chart Book illustrates the impact of the recent U.S. import tariff actions on relative market access conditions.Johannes Fritz 22 Dec 2025
The U.S. Market Access Scorecards
High-level statistics of effective U.S. tariff exposure and relative market access for every trading partnerJohannes Fritz 22 Dec 2025
U.S. Tariff Barrier Estimates 2025
A comprehensive Excel file with our estimates of the applicable tariffs for all products and origins.Johannes Fritz 22 Dec 2025
Show
12
Page
1
2
...
17