Sylvia Chen

Lumber Prices Are Flashing a Warning Sign for the U.S. Economy Wood prices are sliding and mills are cutting back because of uncertainty over tariffs and a building slump.

Lumber prices are falling—due to deteriorating housing demand and tariff uncertainty—and that’s sounding an alarm on Wall Street about potential Main Street problems.

US tariffs worsen challenges in the petrochemical industry, executives warn U.S. tariffs are increasingly pressuring the already challenged petrochemicals sector and could lead to a 15% drop in the global petrochemical trade, a TotalEnergies executive told the APPEC conference in Singapore on Tuesday.

US tariffs worsen challenges in the petrochemical industry, executives warn reut.rs/45TysEO

Trump signs order offering some tariff exemptions to countries with US trade deals U.S. President Donald Trump signed an executive order offering some tariff exemptions as soon as Monday to trading partners who strike deals on industrial exports such as nickel, gold and other metals, as well as pharmaceutical compounds and chemicals.

Trump signs order offering some tariff exemptions to countries with US trade deals reut.rs/421I0eH

Six Months Into Tariffs, Businesses Have No Idea How to Price Anything North Carolina company says tariff uncertainty has given way to new problem: what to charge. “Everyone is struggling to figure out what to do.”

Tariff uncertainty makes it hard to nail down pricing at a North Carolina seller of copper sinks and tubs.

Typo Oct 14

The Court of Appeals Federal Circuit has removed CIT’s injunction but ruled President’s use of the IEEPA tariffs exceeding his authority. Parties have until
Oct 17 to appeal to the Supreme Court.

TICAD adopts Yokohama Declaration to strengthen multilateral trade The communique emphasized proposals to solve problems facing African states, apparently reflecting Japan's wish to highlight a different approach to that of China.

The Japan-led Ninth Tokyo International Conference on African Development, or TICAD 9, closed by adopting a joint communique that reaffirms the importance of multilateral trade to counter global protectionist moves.

I have joined @tradeexperettes.bsky.social ‘s Mentorettes program twice now. Highly recommended! 👍

For members who missed this session, the recordings will be available on the members only section of @tradeexperettes.bsky.social website.

When a tariff deal is implemented, the details have to be released so that the appropriate tariffs are charged. If they aren't released, the Vietnam deal might have been fun to negotiate, but it has no impact on tariff levels.

(The China export control deal may remain secret though)

Manufacturers plead for US tariff clarity before copper stockpiles dwindle Companies await details on whether 50% levy will apply to all products containing the metal

Manufacturers plead for US tariff clarity before copper stockpiles dwindle https://on.ft.com/3U6Y4qT

Goods imported from the EU and Mexico will face a 30% US tariff rate starting Aug. 1, President Trump said

Taiwan Signals Cautious Optimism After Avoiding US Tariff Letter Taiwan indicated it was cautiously optimistic about talks with the US after it avoided getting a letter from the Trump administration notifying trading partners of new tariff rates.

Taiwan indicated it was cautiously optimistic about talks with the US after it avoided getting a letter from the Trump administration notifying trading partners of new tariff rates

Trump Treats Tariffs More as a Form of Power Than as a Trade Tool Instead of viewing tariffs as part of a broader trade policy, President Trump sees them as a valuable weapon he can wield on the world stage.

News Analysis: Instead of viewing tariffs as part of a broader trade policy, President Trump sees them as a valuable weapon he can wield on the world stage.

207. What happened on Trump’s tariff day Soumaya Keynes joins to cohost an emergency episode explaining President Trump’s sweeping April 2 tariff announcement.

NEW EPISODE

Old friend @soumayakeynes.ft.com joins @chadpbown.com on an emergency episode explaining President Trump’s sweeping April 2 tariff announcement. They cover history, the dollar, and even the U.S. legal system to clarify what we know about the tariff actions so far.

🌍 Looking for a dynamic community of trade experts driving impact? #TradeExperettes is where expertise meets engagement! Join us for exclusive events, policy discussions & networking with top professionals.

🔗 Learn more: www.tradeexperettes.org

#TradeAsAForceForGood

A large sign with the Ford logo stands in front of a parking lot. Text reads: "How Major Car Brands Are Affected by Trump’s Tariffs." Photo credit: Jamie Kelter Davis for The New York Times

President Trump's tariffs on cars and auto parts will have far-reaching effects on automakers in the U.S. and abroad.

Here's what to know: nyti.ms/41PtYwY

Donald Trump considers tariffs to counter digital services taxes on Big Tech President orders probes into levies imposed by EU, UK and Turkey on US companies

Trump orders USTR to re-open investigation into digital services taxes. Also signs EO aimed at fast tracking FDI from allies and partners while limiting Chinese FDI, but who is going to invest amid such policy uncertainty? on.ft.com/3XfR2SD

#USTR confirmation hearing is currently live on CSPAN3. www.c-span.org/event/senate...

@mattpeterson.bsky.social where was Lighthizer this weekend?

@financialtimes.com the link doesn't work.

"The company in the U.S. market most exposed is actually Volkswagen, with 43% of sales sourced from Mexico. Analysts... said VW could decide to exit the U.S. entirely as its profitability is already low." 😢 https://buff.ly/3CHXr23

😅

Trump declares flawless victory in pointless trade war Keep pulling the fire alarm, eventually no one will pay attention to the noise.

I love that journalists have caught on that the Trumpian tariff threats are nothing but a mob-style shakedown. And, as Liz Dye says, he got rolled.

On point @lisamcauley.bsky.social

“Understanding Trump’s trade policy is futile because it was never designed to be understood—it was designed to disrupt.”
#disruptorinchief

Take the oil, reclaim the Panama Canal, buy Greenland, absorb Canada ... it's 19th century imperialism.

@martasoprana.bsky.social @adamposen.bsky.social

So proud of what the @tradeexperettes.bsky.social have accomplished this year. @tradeeconomista.bsky.social @ceciliamalmstrom.bsky.social @pennynaas.bsky.social @michelleegan.bsky.social @ianadreyer.bsky.social @alciragh.bsky.social @dreabulnes.bsky.social @elitsagarnizova.bsky.social

Just in time...

Ohhhh Can-ada 🇨🇦