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On this special episode of the Trade Guys, we welcome back Representative Suzan DelBene from Washington's 1st District for her perspectives on the “Big Beautiful Bill” and an outlook on current trade priorities, including efforts to reassert Congress's constitutional role in trade.
On this episode of the Trade Guys, we unpack the Geneva agreement between the U.S. and China to deescalate their trade war. We also look at the US-UK framework agreement and what lessons it offers for other countries looking to negotiate with the Trump administration.
The Trade Guys were honored to open the third day of the Bankers Association for Finance and Trade (BAFT) Global Annual Meeting in Washington. They discuss the latest buzz around tariffs and take questions from the live audience.
On this episode of the Trade Guys, we open with a discussion of the swift White House reaction to Amazon's consideration of a plan to display the tariff costs on its products. We also provide updates on ongoing tariff negotiations with other countries and dig into what the administration considers to be non-tariff barriers.
Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill lays out the four clashing instincts driving policy in MAGA 2.0: revenge for decades of perceived slights, a bargaining bluff to coerce concessions, a fast‑cash revenue grab, and a fantasy of instant on‑shore fab construction. Jay walks through the on‑the‑ground fallout: chip designers worrying about losing China sales, GPU‑specific duties warping supply chains, and a loophole that lets boards assembled in Mexico skate by. We explore how blanket tariffs could accelerate China's ascent in analog and trailing‑edge chips, undermine Biden‑era “ally‑first” export‑control diplomacy, and leave Commerce's BIS badly under‑resourced to enforce the rules. We also get into whether allies will sign up for Washington's crusade after being slapped themselves, and whether Nvidia, Intel, and Tesla are “too important to punish.” Outtro Music: Well Get It, Tommy Dorsey https://www.youtube.com/watch?v=FgiHzCiB5Aw Bible‑Verse Sign‑off “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 Learn more about your ad choices. Visit megaphone.fm/adchoices
Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill lays out the four clashing instincts driving policy in MAGA 2.0: revenge for decades of perceived slights, a bargaining bluff to coerce concessions, a fast‑cash revenue grab, and a fantasy of instant on‑shore fab construction. Jay walks through the on‑the‑ground fallout: chip designers worrying about losing China sales, GPU‑specific duties warping supply chains, and a loophole that lets boards assembled in Mexico skate by. We explore how blanket tariffs could accelerate China's ascent in analog and trailing‑edge chips, undermine Biden‑era “ally‑first” export‑control diplomacy, and leave Commerce's BIS badly under‑resourced to enforce the rules. We also get into whether allies will sign up for Washington's crusade after being slapped themselves, and whether Nvidia, Intel, and Tesla are “too important to punish.” Outtro Music: Well Get It, Tommy Dorsey https://www.youtube.com/watch?v=FgiHzCiB5Aw Bible‑Verse Sign‑off “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of the Trade Guys, we begin by discussing recent public opinion polling on the Trump administration's tariff policies. We also explore retaliatory export controls on critical minerals put in place by China and the current outlook for partners seeking to make a deal with the White House. Want to build your knowledge of American trade policy and politics by learning from top experts? Join the Trade Guys for a hybrid course on May 8-9. Learn more and sign up here: Crash Course: Trade Policy with the Trade Guys
On another emergency episode of the Trade Guys, Bill, Scott, Andrew, and Phil react to President Trump's 90-day pause of his planned reciprocal tariffs, recent swings in stock and bond markets, and the ramifications of an escalating trade war with China.
In this special crossover episode with CSIS podcast, The Trade Guys, Bill Reinsch and Scott Miller unpack the latest news about the impacts of the Trump administration's reciprocal tariffs and how markets, trading partners, and consumers will respond.
On this bonus episode of the Trade Guys, we unpack the latest news about the impacts of the Trump administration's reciprocal tariffs and how markets, trading partners, and consumers will respond.
In this special crossover episode with CSIS podcast, The Trade Guys, Bill Reinsch and Andrew give their first takes on the April 2 tariff announcements from the White House.
On this week's episode of the Trade Guys, Bill and Andrew give their first takes on the April 2 tariff announcements from the White House.
On this week's episode of the Trade Guys, we unpack the recent tariffs on cars. We also do a deep dive on trade relations with India. Want to build your knowledge of American trade policy and politics by learning from top experts? Join the Trade Guys for a hybrid course on May 8-9. Learn more and sign up here: Crash Course: Trade Policy with the Trade Guys
On this week's episode of the Trade Guys, we talk through the latest developments around the Trump administration's application of tariffs on the European Union. We also look at the impacts of the tariffs on the U.S., with a particular focus on the auto industry. Want to build your knowledge of American trade policy and politics by learning from top experts? Join the Trade Guys for a 1.5-day hybrid course on May 8-9. Learn more and sign up here: Crash Course: Trade Policy with the Trade Guys
The Trade Guys are joined by the new Scholl Chair in International Business, Dr. Philip Luck, to provide an update on tariffs on Canada and Mexico and to discuss the Mar-a-lago Accords.
On this week's episode of the Trade Guys, we discuss the updates to tariffs on Canada and Mexico, bills in Congress aiming to limit presidential authority, and the trade deficit.
On this week's episode of the Trade Guys, we discuss USTR's Section 301 investigation of China's shipbuilding sector. We also go through several recent executive orders and directives related to tariffs and investment.
On this week's episode of the Trade Guys, we talk through the crossroads that Europe has reached vis-à-vis its regulatory approaches and relationship with the United States.
On this week's episode of the Trade Guys, Bill and Scott are joined by special guest Doug Irwin, the John French Professor of Economics at Dartmouth College and a leading trade policy expert.
On this week's episode of the Trade Guys, we will talk about the announced but ultimately delayed tariffs on Canada and Mexico, along with the tariffs on China.
On this week's episode of the Trade Guys, we discuss the trade implications of President Trump's dispute with the president of Colombia. We also look at the potential for increased focus on trade remedies in the U.S. and a European shift towards deregulation.
On this week's episode of the Trade Guys, we run through the early trade actions of the new administration and what may come next. We also unpack the record-high U.S. share of global foreign direct investment (FDI).
On this week's episode of the Trade Guys, we look at recent Chinese export controls on critical minerals and entity listings of U.S. companies. We also weigh in on President Biden's blocking of the Nippon Steel acquisition of U.S. Steel and the recent controversy surrounding H1-B visas.
On this week's episode of the Trade Guys, we look at what we can learn from the full slate of economic cabinet nominees for the incoming administration. We also dive into new export controls from BIS, China's response to the controls, and how Trump's threats of tariffs on Canada and Mexico will play out.
On this week's episode of the Trade Guys, we comment on the current and potential nominees for trade-relevant cabinet positions. We then dig into why Vietnam will be a target for trade actions under the incoming administration and how China might respond to anticipated tariff hikes.
On this week's episode of the Trade Guys, we give our first reactions to the reelection of Donald Trump and speculate about what trade and economic policy will look like in the next administration.
On this week's episode of the Trade Guys, we talk about the BRICS Summit and efforts to move away from dollar dominance, the G20 Trade and Investment Ministers' Meeting, and a new study from the Peterson Institute's Robert Lawrence that assesses recent U.S. efforts to re-shore manufacturing jobs.
This week, the Trade Guys recorded their show live at the National Small Business Exporter Summit hosted by NASBITE International. They talk U.S. elections and the services economy, then field questions from the audience.
For this episode of the Global Exchange podcast, Colin Robertson talks with Tyler McCann and CGAI Fellows Deanna Hoton and John Weekes about Canada as an agri-food power, trade negotiations and supply management. // Participants' bios - Tyler McCann is the Managing Director of the Canadian Agri-Food Policy Institute. His career in agri-food policy includes working for federal ministers, farm groups, industry associations and agri-food businesses - Deanna Horton is a Senior Fellow at the Munk School of Global Affairs and Public Policy and a Global Fellow at the Wilson Center Canada Institute. Her various postings included Tokyo, Washington and service as our ambassador to Vietnam. - John Weekes served as Canada's Chief Negotiator for the NAFTA and then as our Ambassador to the World Trade Organization before a distinguished career in the private sector. // Host bio: Colin Robertson is a former diplomat and Senior Advisor to the Canadian Global Affairs Institute, www.cgai.ca/colin_robertson // Read & Watch: - "Shakespeare's Sisters: How Women Wrote the Renaissance", by Ramie Targoff: https://www.amazon.ca/Shakespeares-Sisters-Women-Wrote-Renaissance/dp/0525658033 - "Mater 2-10", by Hwang Sok-Yong: https://www.amazon.ca/Mater-2-10-Hwang-Sok-yong/dp/1957363312 - "The Trade Guys", with Scott Miller and Bill Reinsch: https://www.csis.org/podcasts/trade-guys - "Rage the Night", by Donna Morrissey: https://www.penguinrandomhouse.ca/books/612626/rage-the-night-by-donna-morrissey/9780735239210 - "What Is Government Good At? A Canadian Answer", by Donald J. Savoie: https://www.mqup.ca/what-is-government-good-at--products-9780773546219.php // Recording Date: October 18, 2024.
On this week's episode of the Trade Guys, we preview the upcoming 2026 renewal of the United States–Mexico–Canada Agreement (USMCA), dig into the Nobel-winning work on the importance of societal institutions for a country's prosperity, and discuss the return of pandas from China to the National Zoo.
On this week's episode of the Trade Guys, we look at two recent pieces of note. Check out "Making Tariffs Great Again: Does President Trump Have Legal Authority to Implement New Tariffs on U.S. Trading Partners and China?" by Warren Maruyama, Lyric Galvin, and William A. Reinsch, as well as "Did supply chains deliver pandemic-era inflation?" by Phil Levy.
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.
On this week's episode of the Trade Guys, we discuss the Commerce Department's recent export controls on quantum computing and other advanced technologies, a new report on European economic competitiveness from Mario Draghi, and reporting that the Biden Administration plans to block Nippon Steel's $14.9 billion acquisition of U.S. Steel. Want to learn more about the intricacies of Washington? Sign up for Decoding D.C.: Policy, Power, and People, a CSIS executive education course featuring Trade Guy Scott Miller.
On this week's episode of the Trade Guys, we look at how diverse countries from around the world are managing their respective trade relationships with China. Topics include the recent Canadian tariffs on Chinese EVs, the EU's trade connections with China, and why de-risking in India may not mean a clean break from China. Want to learn more about the intricacies of Washington? Sign up for Decoding D.C.: Policy, Power, and People, a CSIS executive education course featuring Trade Guy Scott Miller.
On this week's episode of the Trade Guys, we examine recent polls released by the Cato Institute and Pew Research that examined how Americans think about trade. Note that the appendix referenced near the end of the episode is from a 2022 survey by Gallup.
On this week's episode of the Trade Guys, we check in on the EU's electric vehicle tariffs after a Chinese WTO challenge, opine on whether congressional action on trade should be expected before the new administration, and explore a recent study on U.S. diversification away from China by the Rhodium Group.
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.
On this week's special episode of the Trade Guys, the Asia Society Policy Institute's Wendy Cutler joins to discuss post-election trade policy, IPEF, and USMCA review in front of a live audience at the U.S. Committee for the Pacific Economic Cooperation Council (US-PECC) Policy Forum. This event was recorded on July 17th.
On this week's episode of the Trade Guys, we dive into the implications of the new digital service tax in Canada, unpack the latest news on EU Digital Markets Act (DMA) enforcement, and examine Speaker Mike Johnson's recent remarks on trade.
On this week's episode of the Trade Guys, we are excited to host Representative Suzan DelBene from Washington's 1st District to get a congressional perspective on a prospective U.S. CBAM, the Taiwan trade deal, the administration's trade agenda, and more.
On this week's episode of the Trade Guys, we explore recent U.S. tariff actions against solar panel imports originating in China, divisions in the domestic solar industry, and the ramifications of new EV tariffs in the U.S. and EU.
On this week's episode of the Trade Guys, guest John Pickel of the National Foreign Trade Council joins the podcast to discuss customs, addressing risks at the source, and future supply chain trends.
On this week's episode of the Trade Guys, we discuss elections in India, Mexico, and South Africa, rising shipping costs due to the Red Sea crisis, and U.S. Trade Representative Katherine Tai's recent op-ed.
On this week's episode of the Trade Guys, guest John Foote of Kelley Drye & Warren will discuss current issues and future forecasts relating to the enforcement of the Uyghur Forced Labor Prevention Act (UFLPA).
On this week's episode of the Trade Guys, we'll discuss China's new anti-dumping investigation, the Farm Bill's importance to trade, and government's involvement in supply chain planning.
On this week's episode of Trade Guys, we'll discuss the Biden administration's new set of tariffs on U.S. imports from China.
This week, the Trade Guys discuss USTR's information gathering operation and President Xi Jinping's trip to Europe.
On this week's episode of Trade Guys, we'll discuss Xinjiang's rising exports despite U.S. sanctions, a potential APEP expansion, and an anti-dumping and countervailing duties probe on melamine imports.
This week on the Trade Guys, we discuss the potential for new critical mineral agreements, how the administration's new climate task force is thinking about CBAM, and the new AGOA proposal.