2018 Outlook: President Trump’s Seven Options For Action — Panjiva


2018 Outlook: President Trump’s Seven Options For Action

China 1757 Cons. Discr. - Autos 659 Energy - Renewables 99 Industrials - Aero/Defense 131 Industrials - Capital Goods 264 Info Tech - Comms Equip 118 Info Tech - Tech Hardware 378 Japan 380 Materials - Metals/Mining 482 Metals - Aluminum 159 Metals - Steel 360 Outlook 42 Research Recaps 25 South Korea 382 Tariffs 1169 Trade Deals 701 U.S. 3293

2018 may be the year that the protectionist bark of the Trump administration actually bites. Outside of NAFTA negotiations there are seven areas where the President could take almost-immediate action. Broad tariffs against China after the section 301 review could both cut the trade deficit and demonstrate delivery of the National Security Strategy. The largest import lines are consumer goods though, so tariffs may instead be enacted against auto-parts, electronic components and metals. The KORUS review is already ongoing, but will need to focus on the automotive industry given it account...

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