The Trade Guys

Dive into the legal maze surrounding presidential powers over tariffs and how they could affect future trade with China. Explore the historical context behind these powers and the complexities of modern trade policies. The discussion also challenges common beliefs about inflation, revealing that government actions and changing consumer behavior play significant roles beyond just supply chain issues. Learn how pandemic-era supply chain dynamics have shifted from traditional methods to just-in-time production, highlighting vulnerabilities and inflationary pressures.

On this week's episode of the Trade Guys, we unpack the ramifications of the port strike currently impacting the East Coast and Gulf. Next, we look at U.S.-India collaboration on critical minerals and semiconductors, as well as the recently delayed EU Deforestation Regulation (EUDR).

On this week's episode of the Trade Guys, we dive into the economic records and agendas of the two major presidential candidates. We also cover the Commerce Department's proposed ban on the import and sale of connected vehicle technologies from China and Russia.

On this week's episode of the Trade Guys, we are lucky to be joined by Scott Kennedy, the Senior Adviser and Trustee Chair in Chinese Business and Economics at CSIS. Discussion topics include the origins of China's economic downturn, Taiwanese investment in China, and what the future may hold for the world's second-largest economy and its trade relationships.

Mario Draghi, former Prime Minister of Italy, shares insights on the shifting landscape of European economic policy. He discusses the new U.S. export controls on advanced technologies, particularly quantum computing, and their impact on global tech transfer. The conversation dives into Europe’s struggles with attracting investment and innovation while fostering competitiveness against U.S. industrial strategies. Draghi also addresses the political complexities surrounding the blocking of Nippon Steel's acquisition of U.S. Steel, highlighting national security and labor interests.

Scott Miller, a Trade Guy and expert in executive education at CSIS, discusses how nations are grappling with trade relationships with China. He highlights Canada’s recent tariffs on Chinese EVs and aligns them with U.S. policies. The conversation dives into the EU's evolving trade dynamics and how India’s hopes of de-risking may fall short of a clean break from China. Miller emphasizes the need for coordinated global responses to tackle the challenges of overcapacity and the complexities of a shifting economic landscape.

Recent polling from the Cato Institute and Pew Research reveals conflicting American views on trade, especially a shift among Republicans. Many believe trade agreements lead to more losses than gains. The podcast dives into the complexities of public opinion shaped by perceptions of fairness and broader economic issues. It also highlights the disconnect between popular sentiment and political actions, while emphasizing the importance of advocating for the benefits of trade and open markets to enhance living standards.

The discussion revolves around the EU's electric vehicle tariffs and the implications of a Chinese challenge at the WTO. Insights are shared about the friction in the EV market between China and Europe, particularly regarding subsidies. Legislative hurdles affecting U.S. trade policies are explored amid potential changes in Congress. Finally, a report highlights the diversification of supply chains away from China, pinpointing emerging opportunities in Mexico and Vietnam amid recent global shifts.

In this episode of The Trade Guys, we talk about the presidential candidates views on trade policy, a recent climate deal that could impact trade policy, and Vietnam’s new NME status by the Department of Commerce. 

On this week's episode of the Trade Guys, we dissect the recent African Growth and Opportunity Act (AGOA) Forum, the Americas Partnership for Economic Prosperity (APEP) trade ministerial in Quito, and the WTO Joint Statement Initiative (JSI) on Electronic Commerce.