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Containers Political Risk and Trade United States

Trump’s ‘massive’ reciprocal tariffs plan is recipe for front-loading

  • Reciprocal tariff rates to be set on April 1; implementation timetable still unknown
  • Globe-spanning tariffs should spur frontloading in transpacific and transatlantic trades
  • Prior to tariff effects, container spot rates have continued to decline. The SCFI is down 7% week on week, with Drewry’s WCI down 5%

  • Analysis

The National Retail Federation warns that Trump’s newly announced reciprocal tariffs ‘will be extremely disruptive to our supply chains’. There is not much US importers can do in defence — except pull cargo forward

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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