PolicyUSTrade Policy
Tariffs
5 mentions across Convex research, last mentioned
Recent Analysis Mentioning Tariffs
USMCA Is Dead: What Greer's Canada Gambit Costs You
Jul 2, 2026
Washington's refusal to renew North America's trade framework is a supply-chain tax hiding in a diplomatic headline.
TradeThe Trade War Is Escalating Through the Supply Chain, Not the Tariff Line
Jun 30, 2026
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.
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