Trade Analysis

Trade Analysis & Research

Global trade and tariff analysis: trade balances, supply chain dynamics, tariff policy impacts, and the macro consequences of shifting trade regimes.

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BreakingJul 2, 2026

USMCA Is Dead: What Greer's Canada Gambit Costs You

Washington's refusal to renew North America's trade framework is a supply-chain tax hiding in a diplomatic headline.

usmcacanadatariffstrade-war

Jun 30, 2026

The Trade War Is Escalating Through the Supply Chain, Not the Tariff Line

China blacklisted MP Materials, a Section 122 tariff cliff hits on 24 July, and a 60-day US-China pause is ticking. This scenario is the base case markets keep underpricing.

trade-wartariffschinarare-earth

Key Trade Metrics

Industrial Production

INDPRO

Capacity Utilization

TCU

Retail Sales (ex Food Svc)

RSXFS

Durable Goods Orders

DGORDER

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