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The report offers a comprehensive assessment of the current US tariff policy and its global implications. It begins with an overview of the recently implemented 10% tariff rates, tracing their evolution from initially higher proposals in April 2025. The report then evaluates the immediate and long-term economic effects for the US, Canada, Mexico, China, and global markets, covering impacts on supply chains, consumer prices, industrial sectors, and trade dynamics. Additionally, it includes a structured scenario analysis conducted by ÌÇÐÄÆƽâ°æ Market ÌÇÐÄÆƽâ°æ to model possible future outcomes under varying levels of trade escalation.

• Historic development of US and Chinese tariffs – past developments and 2025 situation displayed
• Economic impact of the 2025 tariffs imposed by the US on China and potential effect of reciprocal tariffs
• Impact of 2025 tariffs on ÌÇÐÄÆƽâ°æ’s Market ÌÇÐÄÆƽâ°æ data – scenario analysis compiled by our analysts for three potential outcomes

The findings are based on data available until late April and will be updated as the situation unfolds. Likewise, the ÌÇÐÄÆƽâ°æ Market ÌÇÐÄÆƽâ°æ will be updated gradually to reflect the changed macro outlook.