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Trade Tensions

Conditional globalization is reshaping trade as countries impose tariffs to protect domestic industries. This fragmentation can increase costs, disrupt supply chains, and strain international relations, posing both risks and opportunities for businesses and policymakers.

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US trade policy uncertainty cements grip on markets

Ongoing uncertainty about US trade policy has become a dominant theme in financial markets, triggering a bond market sell-off, pushing stocks off their highs and sending the US dollar to its lowest level in years amid back-and-forth on tariffs on US imports.

Economic & Credit Impact

Trade, Tarrifs, & Policy

Trade, Tariffs, & Policy

S&P Global Ratings believes there is a high degree of unpredictability around policy implementation by the U.S. administration and possible responses—specifically with regard to tariffs—and the potential effect on economies and credit conditions.
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Energy & Commodities

Trump Administration and Commodities

Trump Administration and Commodities

S&P Global Commodity Insights covers the impact on energy, commodities and trade flows from US President Donald Trump's emphasis on "energy dominance" and enactment of executive orders, a national energy emergency declaration and tariffs.
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Trade & Supply Chain

International Trade and Tariffs Insights & News

Stay ahead of the latest developments with our dedicated page featuring expert analysis, data, and commentary on global tariff actions. We've brought together perspectives and insights from across our organization—all in one place.
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Automotive

Rapid Impact Analysis

Rapid Impact Analysis

S&P Global Mobility experts provide guidance on the ramifications of new government policies, including tariffs, for the automotive industry.
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The Decisive

Our experts provide insights and analysis to empower confident decision-making. Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.

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This report does not constitute a rating action, neither was it discussed by a rating committee.