Most emerging nations can realign trade to weather US tariffs, report finds By Libby George LONDON (Reuters) -Most big emerging economies, including China, Brazil and India, can weather U.S. tariffs without excessive pain, a study by risk consultancy Verisk Maplecroft showed,

Most emerging nations can realign trade to weather US tariffs, report finds

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#trade #tradewar #tariffs #US #growth #investment #supplychain #TradeDiversion #China #Brazil #India #BRICs

Why Factories Will Keep Looking for Alternatives to China

Why Factories Will Keep Looking for Alternatives to China www.nytimes.com/2025/11/12/b...

#TradeDiversion #tradewar #trade #supplychain #tariffs #China #Asia #manufacturing

Japan Deals With the Price of Playing to Trump: $550 Billion

Japan Deals With the Price of Playing to Trump: $550 Billion www.nytimes.com/2025/10/26/b...

#japan #US #trade #tradewar #supplychain #tariffs #TradeDiversion #Asia

China’s Consumers Are in a Years-Long Funk. Will Anything Get Them to Spend?

China’s Consumers Are in a Years-Long Funk. Will Anything Get Them to Spend? www.nytimes.com/2025/10/23/b...

#China #consumption #spending #exports #trade #tradewar #confidence #demography #tradeDiversion

Trump tariffs live updates: Trump confirms US-China trade war as Bessent leaves door open to tariff pause extention Yahoo Finance is chronicling the latest news and updates on President Trump's plans to impose tariffs on goods from other countries.

Trump tariffs live updates: Trump confirms US-China trade war as Bessent leaves door open to tariff pause extention

finance.yahoo.com/news/live/tr...

#trade #tradewar #supplychain #TradeDiversion #inflation #interestrates #China #US

Chinese trade diversion from US would cut euro zone inflation, ECB blog says FRANKFURT (Reuters) -A major flow of Chinese trade away from the United States would likely lower euro zone inflation next year, when price growth is already set to undershoot the 2% target, a European Central Bank blog post said on Wednesday. China is negotiating a trade deal with the U.S. and pressure has increased on Beijing to accept higher tariffs after Washington cut deals with the European Union, Japan and Britain. If those talks failed and U.S. tariffs on Chinese goods rose to an effective rate of around 135%, as threatened by the Trump administration, then China would likely sell much of its surplus product in the euro zone, pushing up supply and lowering inflation by as much as 0.15% next year and to a lesser extent in 2027, the ECB blog said. While economists do not see this scenario as the most likely outcome, such a price drag would be problematic since euro zone inflation is already expected to fall to 1.6% next year and this trade diversion would raise the spectre of more persistent undershooting, potentially forcing the ECB to cut rates. "It will take some time for consumer prices to drop," the blog argued. "Consumer prices for non-energy industrial goods tend to respond with the strongest impact materialising one to one-and-a-half years after the initial shock," the blog said. Under this "severe" scenario, the euro zone’s imports from China could rise by as much as 10%, resulting in an excess supply of goods equivalent to 1.3% of overall goods consumption, the blog, which is not necessarily the ECB’s opinion, said. For the market to absorb such an excess supply, overall import prices would need to drop by 1.6% and non-energy industrial goods inflation may fall by as much as 0.5 percentage points in 2026, it said. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.

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UBS warns of euro area risks from China trade diversion sparked by U.S. tariffs Investing.com - The threat of elevated U.S. tariffs has raised the risk of a higher volume of cheaper goods from China being diverted to the European Union, according to analysts at UBS. In a note to clients, the brokerage warned that this trend could weigh on Europe’s already-struggling manufacturing sector and dampen prices for items. Import volumes from China in the 20-member euro area substantially increased in the first quarter, data from UBS and Haver Analytics showed. However, the analysts flagged that it remains difficult to disentangle how much of this pick-up is temporary -- "and, hence, likely to unwind" -- and how much is due to a "genuine" acceleration in euro area demand for Chinese imports. Meanwhile, import prices from countries outside the euro area, particularly China, have largely been driven by energy costs, the analysts noted, adding that, excluding fuel, import prices have been "much less volatile." Evidence of disinflationary spillovers from China to the euro area has thus been limited, they argued. Citing a rough, "back-of-the-envelope" calculation, the UBS analysts suggested that every one percentage-point uptick in Chinese import prices adds just around one to two basis points to headline inflation in the currency bloc. "This also suggests that only a relatively large shock to China import prices would have a material impact on Eurozone inflation. However, we acknowledge that this approach likely underestimates the sensitivity of Eurozone inflation to Chinese producer prices," the analysts wrote. The comments come as U.S. President Donald Trump has threatened to slap heightened "reciprocal" tariffs on a range of countries, including China and the European Union, which includes many euro area nations. While China has agreed to a fragile trade truce with Washington, Brussels is continuing to carry out negotiations with the White House. On Monday, the EU was not included in dozens of letters sent out by Trump to 14 different countries detailing their new tariff rates -- which analysts and media reports interpreted as a possible sign that an agreement could be forthcoming. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.

Click Subscribe. #EuroArea #USTariffs #ChinaTrade #EconomicRisks #TradeDiversion

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The EU Commission has introduced a new import monitoring system to address potential trade diversion from high-tariff countries, particularly following U.S.-China tariffs, with a task force to oversee these efforts.

#ImportMonitoring #TradeDiversion #EUTrade

New import surveillance tool to help EU prevent harmful trade diversion The European Commission has set up a new surveillance tool to help protect the EU against sudden and potentially disruptive surges in imports.

@ec.europa.eu sets up new surveillance tool to help protect the EU against sudden and potentially disruptive surges in imports "in the wake of recent turbulence in the global trading system". #tradediversion ec.europa.eu/commission/p...

2/5 The doubled tariffs create a perfect storm for Canadian steel. Not only do they make exports to the U.S. unworkable, but Canada's domestic market could be flooded by imports from other countries also shut out of America, Cobden warns.
#TradeDiversion #CanadianSteel

EU, Mexico, Japan and Canada projected to be the big beneficiaries of US-China trade war. #tradediversion

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