The Trade Guys

In this episode, Andrew and the Trade Guys look at the Fed’s most recent Beige Book, which references shortages and supply chain disruptions a record number of times. Plus, they’ll break down new plans from the EU and China to boost domestic semiconductor production and establish independent technology supply chains. And, they’ll react to the U.S. reaching a temporary truce with the UK and EU in t...

In this episode, Andrew and the Trade Guys review the confirmation hearing of Katherine Tai, President Biden’s pick for U.S. Trade Representative. Plus, they’ll take a look at the administration’s diplomatic outreach to meet the China trade and technology challenge. And, Andrew and the Trade Guys react to the administration’s decision to let a controversial Trump-era supply chain rule proceed. Fin...

Andrew and the Trade Guys break down President Biden and Canadian Prime Minister Justin Trudeau’s recent meeting. Plus, they explain the significance of a dispute between advanced battery makers LG Chem and SK Innovation. And, they react to the Biden administration’s to pursue a national security defense at the WTO in a dispute with Hong Kong.

In this crossover episode with the newest CSIS podcast, Mexico Matters, host Mariana Campero speaks with Ken Smith, Mexico’s Chief USMCA negotiator and with the CSIS Trade Guys, Scott Miller and Bill Reinsch, about the new USMCA— which was signed two years ago by President Lopez Obrador. They dive deep into how some of his policies run counter to the spirit of free competition and risk hindering U...

In this episode, Andrew and the Trade Guys break down reports that China is mulling export restrictions on rare earth minerals, a move that could imperil production of U.S. military planes and other high-tech goods. They’ll analyze how the Biden administration is reforming the Trump administration’s view that economic security is a component of national security. Plus, the Trade Guys will react to...

In this episode, Andrew and the Trade Guys give former President Trump his final trade policy grade now that there’s data for his entire term. Plus, they’ll break down new staffing announcements at USTR and what it signals about the Biden Administration’s approach to trade policy. Plus, the Trade Guys react to WTO members coalescing around Ngozi Okonjo-Iweala as the next Director-General.

In this episode, guest host Jack Caporal and the Trade Guys react to new comments on the U.S.-China relationship from President Biden’s National Security Adviser, Jake Sullivan, and China’s top diplomat, Yang Jiechi. The Trade Guys also break down Biden’s decision to reimpose aluminum tariffs on the UAE, and explain why it’s now more profitable to send empty shipping containers to China compared t...

In this episode, Andrew and the Trade Guys break down President Biden’s new Buy American executive order. They explain what the order does and how it might impact the U.S. economy and supply chains. Plus, they’ll explain what’s behind the EU’s new consideration of export restrictions on vaccines. The Trade Guys will also discuss why China overtaking the U.S. top destination for foreign investment...

In this episode, Andrew and the Trade Guys discuss trade policy after President Trump, how President Biden’s climate agenda will intersect with trade policy, and what to expect from next week’s “Buy American” executive order.

In this episode, the Trade Guys unpack the EU-China Comprehensive Agreement on Investment, review the first two weeks of the UK’s exit from the EU, and take a look at the global semiconductor shortage that’s stalled automobile production around the world.

Brenda Smith, Executive Assistant Commissioner, Office of Trade, at U.S. Customs and Border Protection, joins the Trade Guys to discuss an important issue – how the United States investigates and prevents imports of products made with forced labor.

In this episode, Andrew and the Trade Guys react to Katherine Tai, Biden's nominee for USTR, and reflect on the past year's trade news. They'll also give a few predictions for the year ahead and what's to come under a new administration.

In this episode, Andrew and the Trade Guys break down the latest trade data. Were predictions of Covid-19 causing globalization’s demise premature? Plus, they’ll explain efforts at the WTO to waive IP protections for Covid-related medical goods and President Trump’s new effort to prevent vaccine exports until all Americans have been vaccinated.

In this episode, the Trade Guys react to the EU’s proposal for a wide-ranging policy reset with the incoming Biden administration. Plus, they’ll make sense of a melee that broke out on the floor of the Taiwanese Parliament last week over a proposal to allow imports of U.S. pork treated with a certain additive. And, Bill and Scott explain what they’d do on trade policy if they were president for a...

In this episode, Andrew and the Trade Guys breakdown what RCEP – a new mega trade deal in Asia – means for the U.S. economically and strategically. Plus, they’ll analyze what’s happening on Biden’s trade transition team and how they’ll shape policy and personnel in the administration. And, they’ll take a look at a new ban on investment into certain Chinese companies.

In this episode, Andrew and the Trade Guys react to Vice President Biden winning the presidential election. They’ll break down how he’ll approach a packed trade agenda, a divided Congress, and China.  

In this episode, Andrew and the Trade Guys break down the U.S. decision to block the consensus pick for the next WTO Director-General. Plus, they’ll review the UK’s first post-Brexit trade deal with Japan. And they’ll review the last four years of trade policy under the Trump administration.

In this episode, guest host Jack Caporal and the Trade Guys break down the Trump administration's new mini deal with Brazil. They explain what's in it, why it matters, and why some lawmakers and private sector stakeholders aren't pleased with the agreement. Plus, we'll explain China's move to establish its own entity list, which could blacklist U.S. companies. And, farmers are receiving record lev...

In this episode, guest host Jack Caporal and the Trade Guys break down the latest news in the Boeing-Airbus dispute and catch up on negotiations for a digital services tax.

In this episode, Andrew and Trade Guys break down the latest trade numbers. Plus they’ll dig into a new safeguard investigation concerning blueberries . And, they’ll catch up on the latest Section 301 news regarding Vietnam and new domestic lawsuits.

In this episode, the Trade Guys are joined by Sweden’s Ambassador to the United States, Karin Olofsdotter, for a special taping from the Swedish American Chamber of Commerce Executive Forum. Bill, Scott, and Ambassador Olofsdotter discuss how Swedish companies are navigating the U.S. market amid protectionist rhetoric and the election, how to improve U.S.-EU cooperation in light of China’s growing...

In this episode, Andrew and the Trade Guys unpack the WTO’s decision to rule U.S. tariffs on Chinese goods illegal. And, they’ll explain why airlines should think twice about going all in on air cargo despite some success. Plus, they’ll catch up on the WTO Director-General race and react to the first round of cuts.

Andrew and the Trade Guys are joined by two Canadian industry heads to break down the latest trade news. Jean Simard, President of the Aluminium Association of Canada will break down the administration’s 11th hour move to avoid Canadian retaliation over aluminum tariffs. And Denis Tremblay, the President of Association de l’Industrie Electrique du Quebec, catches us up on the 232 investigation int...

The Trade Guys and Andrew explain why the U.S. trade deficit continues to expand years after the Trump administration pledged to shrink it. Plus, they’ll unpack Biden’s new tax plan, which is aimed at boosting U.S. manufacturing. And, the gang will break down two moves the administration is considering on China – a ban on U.S. exports of chip manufacturing equipment to China’s biggest chipmaker, a...

In this episode, the Trade Guys are joined by trade policy all star Wendy Cutler for a detailed look into the race for the WTO’s top job. Wendy has interviewed all eight candidates for the WTO Director-General spot and explains what WTO members are looking for in a new DG. Plus, the Trade Guys and Wendy break down the Trump administration’s decision to label Vietnam a currency manipulator and expl...