Standard Risk Global articles related to Trade.
President Trump has imposed a 50% additional duty on $20 billion of Canadian electronics, machinery, dairy and auto imports under Section 338, effective August 19. The move, triggered by three procla…
The United States imposed an additional 50% tariff on select Canadian goods via three Section 338 proclamations on July 20, targeting hockey sticks, wine, cement, dairy, and alcohol. The move bypasse…
The USTR's proposed Section 301 forced-labor tariffs — 12.5% on 44 countries and 10% on 16 others, spanning 60 economies total — mark the most sweeping unilateral trade action of the decade. The Drew…
The revised US Russia sanctions bill—scaling from a blanket 500% tariff to a targeted 100% duty on five top Russian crude buyers—reintroduces coercive trade policy with narrowed blast radius. Combine…
Failure to renew USMCA by its sunset clause would immediately subject auto imports from Canada and Mexico to 25% Section 232 tariffs, up from current zero rates. This reversion would apply not only t…
Japan's pivot to 'ambush' yen intervention tactics, paired with hawkish BOJ rhetoric, has reset the global carry-trade risk premium, with Rabobank's three-month USD/JPY forecast pinned at 159 as of e…
Hawkish Fed repricing has driven the EUR:USD two-year swap-rate gap back close to pre-war levels, re-anchoring the cost differential between euro and dollar funding. The USD/JPY yield-differential li…
The Reciprocal, Fair, and Balanced Trade Agreement enters force on 1 July 2026, imposing a 15% US tariff on almost all EU goods. The agreement applies the higher of either the Most Favored Nation rat…
The US temporarily lifted some sanctions on Iranian oil at sea, releasing approximately 140 million barrels of crude into a tight global market. The move, paired with a 60-day interim accord for nucl…
The decisive force in markets is no longer the Fed - it is a barrel of crude. Israel and Iran traded missile strikes on the 100th day of war, holding Brent at $94.25 and the Strait of Hormuz near-s…
Friday's $1.3 trillion wipeout in U.S. chip stocks was a verdict on valuation, not demand. Broadcom reported AI revenue up 143% to $10.8 billion and a $73 billion backlog - yet its shares fell and …
May payrolls of 172,000 - more than double the ~80,000 consensus - have inverted 2026's easing narrative and handed new Fed chair Kevin Warsh an immediate dilemma. Fed funds futures now price a 9…
Brent crude settled at $92.05 on Friday, capping a roughly 18% May collapse - its steepest monthly fall since the 2020 pandemic - after US and Iranian negotiators agreed a 60-day memorandum to ex…
Friday's tape told the real story: the Trump–Xi summit's "fantastic" tariff truce calmed the worst-case, yet Brent at $109.26 and the 10-year Treasury at 4.59% drove an "everything-down-except-oil" s…
Brent crude jumped 3% to settle at $104.21/bbl on May 11 as the US-Iran ceasefire frayed and the Strait of Hormuz entered its eleventh week of partial closure. The IEA estimates 14 million barrels pe…
Trump touches down in Beijing Thursday for the first US presidential visit to China in nearly a decade. Markets are pricing his arrival as a non-event: the S&P 500 closed at a record 7,398.93 Friday …
The offshore yuan rallied to 6.79 per dollar on Friday — its strongest since February 2023 and a fourth straight session of gains — as global capital prices in a constructive Trump-Xi summit on May 1…
A four-week dollar slide and the offshore yuan's break to 6.79 — its strongest reading since February 2023 — give Chinese strategic acquirers a 4–5% YTD discount on USD-priced assets just as the Trum…
Brent crude tumbled to $94.79/bbl as Washington signalled fresh negotiations with Tehran, retracing half the war-risk premium in 72 hours. For Chinese refiners and downstream chemicals — the world's …
A US Navy blockade of the Strait of Hormuz, ordered after weekend talks in Islamabad collapsed, pushed Brent back to $101.82/bbl (+6.95%) and WTI above $105 (+9.3% intraday). US equities rallied anyw…
The bottom line: A Saturday US–Iran negotiation round in Islamabad has knocked Brent down more than 10% on the week to 6.51, yet the Strait of Hormuz remains effectively closed. For Chinese and Asia-…
Iran's selective reopening of the Strait of Hormuz to five allied nations — including China — is fracturing global oil markets into a two-tier system, with Brent crude at $112.42/bbl as of April 3. T…
China launched two formal trade investigations into US practices on Friday, targeting American tech export controls and green energy barriers - a direct retaliation against Trump's Section 301 probes…
Beijing launches twin investigations into US trade barriers, signalling hardened posture as SCOTUS ruling and Section 122 cap compress US tariffs to 10% — lowest since 2017
The Trump-Xi summit beginning March 31 in Beijing — the first US presidential visit to China since 2017 — arrives five days from now against a fundamentally reshaped trade backdrop. The US Supreme Co…
USTR launches investigations across 16 economies to rebuild tariff walls after Supreme Court struck down IEEPA authority, while Beijing leverages legal victory into summit bargaining power
Trump's announcement of "productive" US-Iran talks triggered a historic risk-on rotation on March 23, sending Brent crude down 10.9% to $99.94/bbl and the Dow up 631 points. The halt of strikes on Ir…
The postponement of the Trump-Xi summit - originally scheduled for March 31-April 2 - has eliminated the most credible near-term catalyst for US-China tariff de-escalation, while Brent crude at 07.2/…
The global inflation landscape in 2026 is defined not by a single narrative but by a profound divergence. The United States is navigating 'sticky' inflation at 2.4% — stubbornly above the Federal Reserve's 2% target — driven by tariff pass-through, services wage pressures, and shelter cost persistence. The Eurozone has returned to near-target at 1.9%. Japan, after decades of deflation, faces rising prices with CPI at 1.5% and the Bank of Japan hiking rates to 0.75%, their highest since 1995. And China confronts...
Brent crude closed at $103.14 on Friday - up 38% in two weeks - as Iran's closure of the Strait of Hormuz enters its third week, coinciding with this week's Federal Reserve meeting and live US-China …
The US dollar remains the world's dominant reserve, trade, and transaction currency — but the structural foundations that underpin that dominance are eroding along multiple simultaneous vectors. The dollar's share of global central bank reserves has declined from 71% in 2000 to approximately 57% by Q3 2025, a 14 percentage-point decline that accelerated after the 2022 freezing of Russia's dollar-denominated assets. Yet in absolute terms, dollar reserves have grown — the decline is relative, driven by...
Iran's refusal of the G7 ceasefire and confirmation that the Strait of Hormuz remains mined pushed Brent crude to $99.35/bbl on March 12 - up 32% in ten trading days - while the S&P 500 fell 1.52% to…
The USTR launched Section 301 investigations into 16 trading partners on March 11, explicitly citing "structural excess capacity" - Washington's code for China's manufacturing dominance. The move com…
The global industry landscape is being reshaped by an unprecedented convergence of tariff escalation, export controls, sanctions enforcement, and competitive industrial policy. In the twelve months to February 2026, the United States imposed six major tariff actions — from 25% on Mexico and Canada to 145% effective rates on Chinese goods to 100% on branded pharmaceuticals — while simultaneously restricting semiconductor exports and expanding CHIPS Act investment tax credits to 35%. The European Union activated...
On 28 February 2026, the United States and Israel launched coordinated strikes on Iran under Operation Epic Fury. Iran retaliated with over 500 missiles and 2,000 drones, and declared the Strait of Hormuz closed. Tanker traffic dropped to near-zero within 72 hours. This single chokepoint handles 20.9 million barrels per day — one-fifth of global oil consumption. Combined with the ongoing Red Sea disruption from Houthi attacks, nearly 30% of global seaborne oil trade is now transiting through disrupted or...
For corporate executives, general counsel and board directors—particularly those with China and Asia exposure—the new geometry of power alters the supply-chain maps on which cross-border transactions are built, shifts trade flows, and dramatically expands the universe of parties and sectors subject to sanctions or investment screening. BRICS expanded from five members in 2020 to eleven in 2025, with a further ten partner countries joining in January 2025. Intra-BRICS merchandise trade reached US$1.17 trillion in...
The S&P 500 finished February down 0.8%, but the headline index masked the most dramatic sector rotation since 2022. Utilities surged 10.2% and Energy gained 9.4%, while Technology — the market's eng…
The Dow Jones Industrial Average plunged 822 points (−1.7%) to close at 48,804 on February 23 as two distinct shocks converged: Trump's weekend announcement hiking the global tariff from 10% to 15%, …
The US Supreme Court ruled 6-3 in Learning Resources, Inc. v. Trump that the International Emergency Economic Powers Act does not authorise presidential tariffs, voiding an estimated $166 billion in …
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