What Tariffs to Expect When You’re Expecting Liberation Day

Emily and Geoff catch up on the Trump administration’s first big action on China tech competition, before digesting this week’s big tariff news (on autos) and looking ahead to next week’s big tariff news - what President Trump has called “Liberation Day”.

Notes:

White House, America First Trade Policy Memo

Polymarket betting market on Trump tariffs

Doug Irwin, “‘Reciprocal’ Tariffs Make No Sense,” Wall Street Journal

Commerce Department, “Commerce Further Restricts China’s Artificial Intelligence and Advanced Computing Capabilities”

White House, “Adjusting Imports of Automobiles and Automobile Parts Into the United States”