Trade Splaining Podcast

🚨 New episode 🎧 Listen: t.ly/x5_T2 Ep 85 of #TradeSplaining unpacks what actually changed when tariffs got struck down...then came back Plus: how a Middle East conflict is driving a fertilizer shock that could hit global food prices. Ft. @petersgoodman @nytimes

"A trade investigation focuses on the European Union, China, India and other countries and will likely lead to tariffs to replace those struck down by the Supreme Court." cc: @AnaSwanson @tylerpager nytimes.com/2026/03/11/bus…

"Eurozone exporters continue to have greater difficulty finding overseas buyers, thanks in part to changeable policy in the U.S., European Central Bank President Christine Lagarde said Thursday." cc: @PaulHannon29 wsj.com/articles/trade…

"If you were thinking you’d not heard much from China about Iran, you’d be right. As a big oil importer which buys more than 80% of Iran’s output and a huge net exporter vulnerable to weakness in global trade, you’d imagine Beijing would be worried." ft.com/content/14f35e…

"Tariffs have made the U.S. so unpredictable that our usual partners are looking elsewhere to make deals." wsj.com/opinion/everyo…

"At least 16 oil tankers, cargo and other commercial ships have been attacked in the Persian Gulf since the U.S.-Israeli war against Iran began nearly two weeks ago, a New York Times analysis shows." cc: @trbrtc nytimes.com/interactive/20…

"Donald Trump’s administration has launched an effort to form a trade zone for critical minerals with allies including Japan and the EU, as it battles to break China’s control of the sector." cc: @Aime_Williams @CamillaHodgson @alicemhancock ft.com/content/27fc8a…

"The US trade deficit declined in January, the Commerce Department reported, continuing a volatile run for US trade balance that has seen imports & exports buffeted by rapid changes to Trump administration’s trade policy." cc: @mattgrossman @anthonydb wsj.com/economy/trade/…

"Digital services have become the fastest-growing segment of international trade — in part because they’re unencumbered by global tariffs. Until now." cc: @davidgura bloomberg.com/news/articles/…

"The president used a keynote speech at the World Economic Forum in Switzerland to renounce the last vestiges of the liberal democratic order." cc: @petersgoodman nytimes.com/2026/01/22/bus…

"The global trading system is under “unsustainable” pressure, the British government has warned, ahead of a crunch meeting of trade ministers later this month." cc: @pmdfoster ft.com/content/c24403…

"As soon as the Supreme Court struck down President Trump’s steep global tariffs last month, a flood of U.S. businesses began to file lawsuits in the hopes of getting their money back." cc: @tonyromm nytimes.com/2026/03/12/us/…

"As Monday dawned, the mood in financial markets was grim. Oil had suddenly skyrocketed to just shy of $120 a barrel and stock futures were plunging as the war raged in the Middle East." cc: @denitsa_tsekova @Mattg2235 @mherszenhorn bloomberg.com/news/features/…

"The oil price surge driven by the war in Iran will prevent central banks in developing nations from quickly lowering borrowing costs and put their long fight to tame inflation to the test, economists warn." cc: @jsphctrl ft.com/content/6e6c6f…

"The longer the conflict in the Middle East continues, the greater the likelihood that people around the globe will pay more for food. And those in the most vulnerable countries could face hunger." cc: @petersgoodman nytimes.com/2026/03/07/bus…

"Sustained high oil prices would boost inflation and slow growth, putting central banks in a tough spot." bloomberg.com/news/features/…

"In the most hopeful scenario for the global economy, the latest war in the Middle East ends within a few weeks. The region continues to produce oil and gas. Shipping resumes in the Strait of Hormuz, preventing a shock to the world’s energy supplies." nytimes.com/2026/03/03/bus…

"The European Union expects that the US won’t increase its universal tariff on the bloc to 15%, even after Treasury Secretary Scott Bessent said the higher rate would likely go into effect this week." cc: @jendeben bloomberg.com/news/articles/…

"A federal trade-court judge on Wednesday ordered the Trump administration to start refunding the more than $130 billion it collected in the global tariffs invalidated by the Supreme Court last month." cc: @WheelerLydia @fanellijames @louiseradnofsky wsj.com/politics/polic…

"The mountains’ resort towns have reached an inflection point, facing changes that threaten their cultures and even survival, as demand for short-term rentals reshapes the landscape." nytimes.com/2026/03/02/tra…