What company filings say about tariff risk
10-Q disclosure of 301 exposure
Politics
Tariffs, budgets, the debt ceiling and the courts: where Washington policy meets the markets.
Trump dusts off a 1930 law to hit Canada
Discrimination statute as tariff tool
What Americans now pay in tariffs
Two-tier rates plus exemptions
One tariff ends, another begins
Legal basis change, similar rate
Tariff refunds mean more government borrowing
Refunds swell bill supply
Is it oil or tariffs pushing prices up?
Decomposing two supply shocks
Paying tariffs while suing to get them back
Appeal keeps duties live
Trump's temporary tariff is about to expire
Statutory expiry of Section 122
Steel tariffs hit everything made of steel
Full-value 232 hits finished goods
Trump's tariffs get a sturdier legal footing
Section 301 replaces emergency powers
Court rules Trump's new tariff illegal too
Litigation as tariff-avoidance strategy
Who deserves the tariff refund?
Downstream buyers claim refunds
Steel tariffs just got a lot bigger
Metal-content basis replaced
Tariffs go up, refunds go out
Refund order vs rate increase
Trump's new tariff has a 150-day clock
Section 122 as temporary bridge
The Supreme Court strikes down Trump's tariffs
Legal regime break in tariff series
Tariffs raise $30bn a month. Not for long?
Refund risk on ~$30bn monthly receipts
How long do Trump's tariff threats last?
Event study of reversals
Trump's tariff threat over Greenland
Security aims via trade threats
Tariffs are now funding the government
Customs receipts fund deficit
Trump cuts tariffs on beef and coffee
Food tariff rollback
The longest shutdown's lasting cost
Unrecovered federal activity
What if the tariffs have to be refunded?
Refund exposure if IEEPA falls
America and China call a truce, again
Tariff cut for export-control pause
A shutdown would leave the Fed flying blind
Shutdown halts statistics
100% tariffs on drugs, unless you build here
Exemption tied to US plants
Trump's man joins the Fed
Appointments shift reaction function
Appeals court rules against the tariffs
Appellate loss threatens receipts
Trump moves to fire a Fed governor
Governance risk lifts long end
India hit with 50% tariffs
Secondary tariff on rupee assets
Trump fires the jobs data chief
Statistical agency independence
Copper tariffs, with a twist
Tariff design shapes arbitrage
Tariffs finally show up in prices
Tariffed categories reprice first
Japan's deal: 15% and $550bn
Investment pledges as tariff price
Tariffs are raising $27bn a month
Duties ÷ imports as realised rate
Trump's tariff letters arrive
Unilateral rate notices
The debt ceiling rises by $5trn
TGA rebuild drains reserves
Tariffs still aren't showing up in prices
Pass-through timing
Steel tariffs double
Input cost surge for fabricators
A court strikes down Trump's tariffs, for now
Legal uncertainty as volatility factor
Where are the tariff price rises?
Inventory buffers delay pass-through
Tariffs haven't dented Big Tech's AI spending
AI capex insensitive to trade shock
145%: a tariff that stops trade
Prohibitive tariffs halt bilateral trade
The formula behind Trump's tariffs
Bilateral deficits as tariff rates
Liberation Day: what to expect
Reciprocal tariff scenario tree
