Strategic Intelligence: US Elections 2024 Executive Briefing (Fourth Edition)

Strategic Intelligence: US Elections 2024 Executive Briefing (Fourth Edition)

Summary

This edition focuses on the policy of the new Trump administration that will have the strongest and most wide-ranging impact on the global economy, namely tariffs. This policy revolves around increases - threatened and actual - in the tariff rates levied on imports into the US. How Trump’s tariff campaign plays out will affect businesses’ US market access and profitability, along with the timing and location of investment decisions, in major industry sectors worldwide.​

This edition focuses on the policy of the new Trump administration that will have the strongest and most wide-ranging impact on the global economy.

Trump’s lifelong fixation on import tariffs is now reflected in his eagerness to apply tariff policies for different purpose, some unrelated to trade

The Trump administration has jumped out of the starting blocks with its tariff campaign

Tariffs are a blunt instrument for achieving the desired effect of reversing deindustrialization

Key Highlights

• Tariffs will have wide ranging implications for both the US and wider global economy. Tariffs threaten higher interest rates and inflation, alongside lower growth. Tariffs are both a revenue raising tool and an instrument of geopolitics.

• This report discusses how the key policies of President, Trump, especially tariffs, will impact the US and global economy.
• It explores his likely policies and what their impact will be.
• It explores the sectors that will potentially be most impacted, including energy and automotive.

• Tariffs could have major implications for both the US economy and for the countries and key sectors that are targeted. This report will help you understand the drivers behind the tariff policy and likely outcomes