Beyond trade diversion: How the US-China trade war reshaped global production
Trade wars do not simply redirect exports; they also reshape the costs of production, disrupt supplier-customer relationships, and trigger adjustments within multinational firms’ global affiliate
How to get the Green and the Deal: Recalibrating EU industrial policy
Europe is recalibrating its industrial policy in response to external challenges including China’s state-driven overcapacities and protectionist US tariffs, but also as an opportunity to
US tariffs may deepen integration, elsewhere
While recent analysis has focused on direct impacts of US tariffs and potential retaliation, major US trading partners have intensified trade negotiations with each other,
Tariff avoidance and import measurement: Lessons from the first US-China trade war
Until 2018, the US-China trade data gap was in line with the discrepancies found in the bilateral trade data of China and its other partners,
