US COTD: Tariffs Trump 2.0

Winnie Cisar - Global Head of Strategy, CreditSights
Zachary Griffiths, CFA - Head of IG & Macro Strategy, CreditSights
Logan Miller - Head of European Strategy, CreditSights
Brian Perez - Analyst, Credit Strategy, CreditSights
Kathleen Tang - Analyst, Strategy, CreditSights

EXECUTIVE SUMMARY
    • The United States, along with most WTO members, use tariffs for various purposes, including protecting domestic industries and addressing global trade concerns, with updated WTO membership numbers as of January 27, 2025. The European Union and the United Kingdom generally have lower tariff rates to encourage regional free trade, while Mexico and Canada have similar tariff structures to the US due to the USMCA, with some exceptions in specific sectors.
    • The America First Trade Policy executive order administered by the Trump administration outlines a complex process for implementing new tariffs in alignment with domestic and international trade objectives. Historical data from the previous administration’s tariff implementations suggest a timeline of approximately 230-260 days from the initiation to the execution, providing a reference for potential future tariff timelines.
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