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


2018 Outlook: President Trump’s Seven Options For Action

China 1844 Cons. Discr. - Autos 693 Energy - Renewables 102 Industrials - Aero/Defense 134 Industrials - Capital Goods 284 Info Tech - Comms Equip 129 Info Tech - Tech Hardware 407 Japan 393 Materials - Metals/Mining 504 Metals - Aluminum 166 Metals - Steel 373 Outlook 43 Research Recaps 25 South Korea 394 Tariffs 1250 Trade Deals 714 U.S. 3446

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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