The recently announced global steel and aluminum tariffs (with various exemptions) by the Trump administration were just a (Section 232) preview of the main event: Trump’s imminent trade war with China, which as Credit Suisse previews, will be unveiled any moment in the form of tariffs and restrictions on trade with China, reportedly in retaliation for Chinese IP violations.
First, a reminder on the all-important Section 301:
How will Section 301 figure in the upcoming US-Chinese trade war, and what are the key points:
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