The Trade Guys

<p>Trade experts Scott Miller and Bill Reinsch break down the buzz around trade, how it affects policy, and how it impacts your day-to-day. The Trade Guys is hosted every week by H. Andrew Schwartz at the Center for Strategic and International Studies (CSIS), a nonpartisan think tank in Washington, D.C. Email your questions to TradeGuys@csis.org.</p>

The Tariff Man Strikes Again

On this week's episode of the Trade Guys, we will talk about the announced but ultimately delayed tariffs on Canada and Mexico, along with the tariffs on China.

02-10
28:09

The Colombia Kerfuffle, Trade Remedies, and EU Deregulation

On this week's episode of the Trade Guys, we discuss the trade implications of President Trump's dispute with the president of Colombia. We also look at the potential for increased focus on trade remedies in the U.S. and a European shift towards deregulation.

02-03
25:10

Trump's First Days and a U.S. FDI Boom

On this week's episode of the Trade Guys, we run through the early trade actions of the new administration and what may come next. We also unpack the record-high U.S. share of global foreign direct investment (FDI).

01-28
27:08

A Biden Trade Retrospective, Indonesia Joins BRICS, and AI Export Controls

On this week's episode of the Trade Guys, we step back and assess the Biden administration's record on trade policy, including a preview of what may change under Trump. We also discuss Indonesia's ascension to full membership in BRICS and the latest export controls on AI GPUs.

01-20
33:09

China's Shots Across the Bow, Nippon Steel Woes, and the H1-B Debate

On this week's episode of the Trade Guys, we look at recent Chinese export controls on critical minerals and entity listings of U.S. companies. We also weigh in on President Biden's blocking of the Nippon Steel acquisition of U.S. Steel and the recent controversy surrounding H1-B visas.

01-14
31:28

The Fate of the WTO, Useful Data on China Sanctions, and Space Export Controls

On this week's episode of the Trade Guys, we discuss what the incoming U.S. administration will mean for the future of the World Trade Organization. We also dive into a new study on “The Rise of US Economic Sanctions on China” from the Peterson Institute for International Economics, as well as the relaxation of export controls on space-related technologies by BIS.

12-16
31:50

More Nominees, New Export Controls, and the Future of USMCA

On this week's episode of the Trade Guys, we look at what we can learn from the full slate of economic cabinet nominees for the incoming administration. We also dive into new export controls from BIS, China's response to the controls, and how Trump's threats of tariffs on Canada and Mexico will play out.

12-09
26:28

Trump's Cabinet, Vietnam in the Crosshairs, and Chinese Retaliation

On this week's episode of the Trade Guys, we comment on the current and potential nominees for trade-relevant cabinet positions. We then dig into why Vietnam will be a target for trade actions under the incoming administration and how China might respond to anticipated tariff hikes.

11-25
22:45

The Return of Tariff Man

On this week's episode of the Trade Guys, we give our first reactions to the reelection of Donald Trump and speculate about what trade and economic policy will look like in the next administration.

11-12
27:28

BRICS De-Dollarization Efforts, the G20, and a U.S. Manufacturing Outlook

On this week's episode of the Trade Guys, we talk about the BRICS Summit and efforts to move away from dollar dominance, the G20 Trade and Investment Ministers' Meeting, and a new study from the Peterson Institute's Robert Lawrence that assesses recent U.S. efforts to re-shore manufacturing jobs.

11-04
27:37

Live at the National Small Business Exporter Summit

This week, the Trade Guys recorded their show live at the National Small Business Exporter Summit hosted by NASBITE International. They talk U.S. elections and the services economy, then field questions from the audience.

10-28
36:13

USMCA Renewal, Nobel Prize in Economics, and the Return of the Pandas

On this week's episode of the Trade Guys, we preview the upcoming 2026 renewal of the United States–Mexico–Canada Agreement (USMCA), dig into the Nobel-winning work on the importance of societal institutions for a country’s prosperity, and discuss the return of pandas from China to the National Zoo.

10-21
30:35

Big Questions on Trump's Tariff Authorities and the Causes of Inflation

On this week's episode of the Trade Guys, we look at two recent pieces of note. Check out "Making Tariffs Great Again: Does President Trump Have Legal Authority to Implement New Tariffs on U.S. Trading Partners and China?" by Warren Maruyama, Lyric Galvin, and William A. Reinsch, as well as "Did supply chains deliver pandemic-era inflation?" by Phil Levy.

10-14
30:47

Port Strike, Critical Technology Ties with India, and EU Deforestation Regulation

On this week's episode of the Trade Guys, we unpack the ramifications of the port strike currently impacting the East Coast and Gulf. Next, we look at U.S.-India collaboration on critical minerals and semiconductors, as well as the recently delayed EU Deforestation Regulation (EUDR).

10-07
32:31

Trump-Harris Economic Plans and a U.S. Ban on Connected Vehicle Technology Imports

On this week's episode of the Trade Guys, we dive into the economic records and agendas of the two major presidential candidates. We also cover the Commerce Department's proposed ban on the import and sale of connected vehicle technologies from China and Russia.

09-30
30:01

A Deep Dive on the Chinese Economy with Scott Kennedy

On this week's episode of the Trade Guys, we are lucky to be joined by Scott Kennedy, the Senior Adviser and Trustee Chair in Chinese Business and Economics at CSIS. Discussion topics include the origins of China's economic downturn, Taiwanese investment in China, and what the future may hold for the world's second-largest economy and its trade relationships.

09-23
35:58

New Export Controls, the Draghi Report, and Plans to Block Nippon Steel Deal

On this week's episode of the Trade Guys, we discuss the Commerce Department's recent export controls on quantum computing and other advanced technologies, a new report on European economic competitiveness from Mario Draghi, and reporting that the Biden Administration plans to block Nippon Steel's $14.9 billion acquisition of U.S. Steel.  Want to learn more about the intricacies of Washington? Sign up for Decoding D.C.: Policy, Power, and People, a CSIS executive education course featuring Trade Guy Scott Miller.

09-16
32:17

The China Challenge: Tariffs from Canada, Deepening Ties with the EU, and the Drawbacks of De-Risking in India

On this week's episode of the Trade Guys, we look at how diverse countries from around the world are managing their respective trade relationships with China. Topics include the recent Canadian tariffs on Chinese EVs, the EU's trade connections with China, and why de-risking in India may not mean a clean break from China.  Want to learn more about the intricacies of Washington? Sign up for Decoding D.C.: Policy, Power, and People, a CSIS executive education course featuring Trade Guy Scott Miller.

09-09
26:24

What Opinion Polling Tells Us About the Public’s Views on Trade

On this week's episode of the Trade Guys, we examine recent polls released by the Cato Institute and Pew Research that examined how Americans think about trade. Note that the appendix referenced near the end of the episode is from a 2022 survey by Gallup.

08-26
22:42

Challenges to the EU EV Tariffs, Prospects for Congressional Trade Action, and Diversification from China

On this week's episode of the Trade Guys, we check in on the EU’s electric vehicle tariffs after a Chinese WTO challenge, opine on whether congressional action on trade should be expected before the new administration, and explore a recent study on U.S. diversification away from China by the Rhodium Group.

08-19
28:17

Ashanti Larson

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02-09 Reply

Ren You

"Sick Man of Asia" for most of Chinese like "N" word for black American, WSJ came out such a report during the COVID-19 peak time in China and refuse to apollogize, not sure if the editor and journalist understand the sensitivity of this.

03-21 Reply

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