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Summary
President Donald J Trump’s tariff-based trade policies are starting to yield clarity on long-term tariff rates to be applied to both countries and products. They come alongside country-customized trade deals that are reshaping global supply chains. Join our experts as we discuss:
- How new trade duties and deadlines might affect our economic forecasts.
- The impact of tariffs on metals, autos, electronics, and pharmaceuticals, and how prices could change.
- What decision-makers should consider as they shift from short-term fixes to long-term strategies such as investing in local production.
- Answers to questions about court challenges, the renegotiation of the USMCA, and how other countries plan to rely less on the US.
Moderator
S&P Global Market Intelligence
Natznet Tesfay
Head of Insights & Analysis
Ms. Natznet Tesfay leads the Insights and Analysis group at S&P Global, which has over 140 experts around the world forecasting the economic, sovereign risk and granular country risk outlooks for 206 countries and geographies as well as comparative performance of over 80 industries and consumer markets globally. Natznet’s areas of specialization include geopolitical risks and influence mapping affecting emerging market debt vulnerabilities, extractive industry and global supply chains. For over a decade, Ms. Tesfay led Africa analysis group, developing the regional risk indicator and horizon scanning infrastructure, drawing on a range of methodologies such as geospatial analysis and scenario modelling techniques. Natznet contributes directly to business growth in emerging markets, advising C-level executives on market entry and risk management, and governments on leveraging their natural resource potential for sustainable economic growth. She regularly speaks in major media outlets, and at high-level conferences. Previously, she had advised on the development of free trade zones, foreign policy and the mining sector in the Horn of Africa. Ms. Tesfay’s degrees include a BA in Government from Harvard University and a MSc in Urbanization and Development from the London School of Economics.
Speakers
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
Chris Rogers is Head of Supply Chain Research at S&P Global Market Intelligence. He has over 25 years of research experience, including more than a decade covering global supply chains. He has worked at firms including Panjiva (acquired by S&P Global in 2018), Bloomberg, JP Morgan, and most recently freight forwarder Flexport. His coverage includes corporate decision-making, international trade policy, and logistics network operations.
S&P Global Market Intelligence
Hanna Luchnikava-Schorsch
Head of Asia-Pacific Economics
Ms. Hanna Luchnikava-Schorsch, Head of Asia-Pacific Economics, is the lead India economist with the Global Economics group at S&P Global. Her research focuses on macroeconomic, financial and business developments in Asia, with particular emphasis on India. Among the issues she tracks are monetary and fiscal policies, financial and labor markets, as well as foreign trade and investment. She has prior experience in macroeconomic forecasting and market research gained with leading global institutions and firms, including the World Bank and McKinsey & Company. Her university degrees include a Bachelor of Arts in International Relations from the Belarusian State University, Minsk, Belarus, and a master's degree in International Economics and Finance from the International Business School at Brandeis University, Waltham, Massachusetts, US.
S&P Global Market Intelligence
Thomas McCartin
Senior Economist, Pricing & Purchasing
Thomas McCartin is a senior economist with the Pricing and Purchasing service at S&P Global Market Intelligence.
Tommy is working on analysis and forecasts for the electronic components sector and managing the monthly Commodity Price Watch report. He previously has covered the building materials, machinery, and energy sectors.
Tommy received his Bachelor of Arts in economics from the University of Maryland, United States, and his Master of Arts in economics from American University, Washington, D.C. Previously, he worked as a regional economist at Moody's Analytics.
Questions?
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