Letter Day developments may have bought time, but they’ve also reignited uncertainty in the trade story. For global markets and policymakers alike, the tariff saga is far from over, write @IngaFechner and @carstenbrzeski think.ing.com/articles/lette…

In this week's THINK aloud, a replay of our live webinar, ING's @ingafechner, @MarketsGarvey, and @Knightleyeco look at what the latest tariff delay could mean for trade, economic growth, and US Treasuries think.ing.com/articles/liste…

📺 Watch as @knightleyeco, @MarketsGarvey and @ingafechner discuss how the global economy is hanging in limbo as Trump extends his tariff deadline once again, and what the impact of his tariffs will be on the US economy, sectors and the bond market. youtube.com/watch?v=Yf8ikBbH…

Put July 9th in your diary... it's Tariff Reprieve Deadline Day! So what happens next? Watch this, find out...

🌎 On 9 July, reciprocal tariffs (of 11-50%) will resume unless formal trade deals like US/UK or US/China are finalised. What lies ahead for trade deals, tariff rates, and the US/China dispute? @ingafechner and @carstenbrzeski take a look: think.ing.com/articles/us-90…

Join us next Monday for a webinar with @ingafechner, @knightleyeco and @marketsgarvey who will discuss the implications and next steps as Trump's 90-day tariff pause comes to an end ⏳ Details here: think.ing.com/articles/webin…

The UAE is emerging as a global AI hub with a major US-backed data centre in Abu Dhabi. As innovation surges, concerns around regulation and ethics are intensifying, while productivity gains have yet to catch up. More from @IngaFechner here: think.ing.com/articles/ai-mo…

.@IngaFechner and @carstenbrzeski on how Trump might bypass US courts to continue his tariff agenda 👉 think.ing.com/articles/how-t…

The frenetic pace of US trade policy changes is rattling global supply chains. It means trade partners are in limbo about what might be coming next, and it's leading to ongoing disruption on the ground and at sea. More from @RicoLuman + @IngaFechner here: think.ing.com/articles/perma…

This year's trade growth forecast has taken a hit, dropping to 1.2% on the back of a sharp fall in container bookings last month. Still, we think a glimmer of hope remains for a partial recovery in 2026, writes @IngaFechner think.ing.com/articles/globa…

The 'Liberation Day' aftermath has been nothing short of chaotic. 🌎 Our senior economist, @IngaFechner, delves into the evolving tariff landscape, its implications for global trade, and whether these tariffs are here to stay. think.ing.com/articles/navig…

Here's @IngaFechner's deep dive into what Trump's tariff announcement could be on 2 April, if Project 2025 is anything to go by. Hint: China, India, and the EU are in the crosshairs with the car industry and agriculture getting hit hard. Do you have a Q about tariffs? Post it here + Inga will try to respond 👇 think.ing.com/articles/heres…

Global trade is witnessing strong growth even as it navigates significant hurdles. Will this growth be sustained amid looming tariffs & retaliatory measures? Our senior economist of global trade, @IngaFechner, on what lies ahead in the coming months. 👉 think.ing.com/bundles/trump-…

Countries could lower tariffs to US levels to avoid new tariffs but abolishing the VAT system is unlikely, writes @Ingafechner think.ing.com/articles/recip…

.@IngaFechner: President Trump has laid the foundations for further trade escalations. This will not be the last tariff move. Retaliation is on, and it’s going to get nasty. think.ing.com/articles/retal…

Since Donald Trump took office in 2017, trade flows and market shares have changed substantially. We think that shift is set to continue under looming tariffs and a new protectionist environment, write @IngaFechner and @Knightleyeco think.ing.com/articles/hold-…

Trump's tariffs could add to inflation and cost American consumers up to $2,400 per capita annually, according to @ingafechner and @knightleyeco think.ing.com/articles/revea…

The chasm between AI sales expectations and actual sales growth appears to have widened - with a previous $125bn gap now set to become a $500bn gap. Wondering why and what it could mean for future investment? @IngaFechner explains think.ing.com/articles/ai-mo…

As the EU and China negotiate over punitive tariffs, @ingafechner looks at what's at stake for the industries involved think.ing.com/articles/eu-ch…

The WTO conference next week is a pivotal moment for trade. @RicoLuman and @Ingafechner explain what's at stake think.ing.com/articles/wto-t…