Trade & Tariffs

Dispatch from Central Asia: Dynamism amid uncertainty in Kazakhstan and Kyrgyzstan

By Andrew D’Anieri

As Central Asia’s geopolitical importance grows, there are significant opportunities for greater US diplomatic and economic engagement with Kazakhstan and Kyrgyzstan.

Dispatch from Mexico City: Trump’s latest consideration of USMCA withdrawal meets a measured reaction

Mexican officials and business leaders are not in a panic over news that the US president is considering exiting the trilateral trade pact.

How 2025’s US tariff shocks can give way to constructive reforms in 2026

By L. Daniel Mullaney

While last year’s US tariff policy was disruptive, it also gave US trade partners a sense of urgency about the need to reform the international trading system and respond to legitimate US concerns.

Understanding the vibe shift on the dollar

By Daniel McDowell, Bart Piasecki, Jessie Yin

Gold prices surged to record highs last week, driven by trade tensions, tariffs, and dollar uncertainty. For some, the rally signals rising skepticism about the greenback’s stability—even as policymakers insist the US remains committed to a strong dollar.

What to know about the US-India trade deal

By Michael Kugelman, Mark Linscott

Our experts explain what the preliminary US-India trade deal announced on Monday means for the future of the two countries’ ties.

To increase its autonomy, Europe must look to its strengths

By Piotr Arak

The challenge for Europe in the coming decade is not to imitate the United States and China, but to mobilize its own considerable strengths.

The ‘mother of all’ trade deals in the time of Trump

By Frederick Kempe

On Tuesday, the European Union and India announced a free trade deal—an example of how the global system is reorganizing itself.

The India–EU trade deal is worth watching, but not overhyping

By Mark Linscott

The newly announced free trade agreement is an important accomplishment, even if it is unlikely to be transformational.

The EU and India are creating a free trade area of two billion people. What’s next?

By Atlantic Council experts

Atlantic Council experts answer five pressing questions about the major trade deal between Brussels and New Delhi announced on Tuesday.