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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
Her areas of specialization include geopolitical risks and influence mapping affecting emerging market debt vulnerabilities, energy transition pathways and global supply chain re-alignment. Before leading the research group, Natznet led the Africa team for over a decade, developing the integrated analytic capabilities as well as regional risk indicator and horizon scanning infrastructure, drawing on a range of methodologies such as geospatial analysis and scenario modeling techniques
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 Economics, Asia-Pacific
Hanna Luchnikava-Schorsch, principal economist for the Asia-Pacific region, is the lead India economist with the Global Economics group at S&P Global Market Intelligence.
Her research focuses on macroeconomic, financial and business developments in Asia, with particular emphasis on India and South Asia. 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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