Tariffs, Tactics, and Trade Shocks: Breaking Down Trump's ‘Liberation Day’ Policy Blitz (BONUS)

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April 6, 2025 • 30 mins

Donald Trump just dropped a major bombshell on global trade—again. In this emergency bonus episode, Renaud breaks down the April 2nd "Liberation Day" announcement and how his new sweeping tariff strategy could shake up global sourcing, hit key allies, and complicate the China manufacturing equation even further.

Show Sections

[00:00] Introduction & Overview
[01:00] The April 2nd Announcement Breakdown
[04:10] China's Tariff Reset and Its Uncertain Future
[06:00] Emerging Asian Hubs Under Pressure
[08:00] Legal and WTO Considerations
[10:00] Importers' Reactions and Strategic Planning
[13:00] Impact on Chinese Manufacturers
[17:00] Nearshoring and the Mexico Loophole
[21:00] India's Position in Global Sourcing
[25:00] Strategic Takeaways and Future Outlook

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.css-15opob5{left:0;position:absolute;top:0.8rem;} All Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Tariffs, Tactics, and Trade Shocks: Breaking Down Trump's ‘Liberation Day’ Policy Blitz (BONUS)