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License to Operate: Wall Street’s Check on America First Policy
ZEITGEIST SERIES BRIEFING #65This past weekend’s tariff de-escalation accord between China and the United States demonstrates the critical influence that Wall Street has over the Trump Administration’s license to operate trade policy. Much of what was said by U.S. officials when announcing the deal concluded in Geneva makes no sense in trade policy terms—but it does if the ultimate audience was Wall Street. Time has been bought—to what end is unclear.
Simon Evenett 13 May 2025
U.S. vs. China: Where Does American Market Access to China Stand Today?
Last Update: 15 May 2025, 1:30 pm CETThis blog provides a factual inventory of all unilateral measures China has enacted toward the United States during the last four months that remain in force as of the writing date. It follows the U.S.-China joint announcement on 12 May 2025.
Fiama Angeles, Marius Risse 12 May 2025
U.S. vs. China: Where Does Chinese Market Access to the U.S. Stand Today?
Last Update: 19 May 2025, 4:30 pm CETThis blog provides a factual inventory of all unilateral measures the U.S. has enacted toward China during the last four months that remain in force as of the writing date. It follows the US-China joint announcement on 12 May 2025.
Fiama Angeles, Halit Harput 12 May 2025
All Analyses
License to Operate: Wall Street’s Check on America First Policy
ZEITGEIST SERIES BRIEFING #65Simon Evenett 13 May 2025
U.S. vs. China: Where Does Chinese Market Access to the U.S. Stand Today?
Last Update: 19 May 2025, 4:30 pm CETFiama Angeles, Halit Harput 12 May 2025
U.S. vs. China: Where Does American Market Access to China Stand Today?
Last Update: 15 May 2025, 1:30 pm CETFiama Angeles, Marius Risse 12 May 2025
Mixed Messaging: How London and Washington, D.C. presented their recent trade tie-up
ZEITGEIST SERIES BRIEFING #64Simon Evenett 09 May 2025
Detailed Commentary on the Formal Text of the US-UK Economic Prosperity Deal
Simon Evenett's remarks about the formal text issued concerning the US-UK Deal.Simon Evenett 09 May 2025
GTA Monthly Roundup: April 2025
A summary of trade and industrial policy activity worldwideFiama Angeles 30 Apr 2025
Is A Wave of Chinese Products Coming Your Way? Identifying Potential Chinese Export Redirection in 2024 U.S. Trade Data
ZEITGEIST SERIES BRIEFING #63Simon Evenett 22 Apr 2025
Redirecting Chinese Exports from the USA: Evidence on Trade Deflection from the First U.S.-China Trade War
ZEITGEIST SERIES BRIEFING #62Simon Evenett, Fernando Martín Espejo 14 Apr 2025
U.S. Reciprocal Tariff Chart Book: Deflection Edition
A visual guide to potential international trade implications beyond the U.S. in the aftermath of 2 April 2025.Johannes Fritz 09 Apr 2025
U.S. Reciprocal Tariffs & Trading Partner Cost Competitiveness
ZEITGEIST SERIES BRIEFING #61Simon Evenett 07 Apr 2025
U.S. Reciprocal Tariff Executive Order, explained
A high-level summary of the actions taken, exceptions made, and implicated trade volumesJohannes Fritz 07 Apr 2025
How are governments responding to the US Tariffs?
Latest Update: 15 May 2025, 5:15 pm CETAna Elena Sancho, Fiama Angeles 07 Apr 2025
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