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Trade, Tariffs, & Policy

S&P Global Ratings believes there is a high degree of unpredictability around policy implementation by the U.S. administration and possible responses—specifically with regard to tariffs—and the potential effect on economies and credit conditions.

WHAT WE'RE WATCHING: KEY THEMES 2025 >

Research & Insights



Instant Insights: Key Takeaways From Our Research


CreditWeek: How Will The Second-Order Effects Of Tariffs Affect Sovereigns?


Cracks In Consumer Confidence Amid Tariffs And Inflation Could Lead To Tighter U.S. Leisure Spending


Pre-Tariff U.S. Middle-Market Collateralized Loan Obligation Rally Is Unlikely To Last


Tariff Uncertainty Could Weigh On U.S. Public Power Utilities


Lights, Camera, Tariff Reaction: Our Updated Expectations For U.S. Media And Telecom Industries


China GRE Ratings List


The Ratings View: May 21, 2025


Corporate Results Roundup Q1 2025: Sentiment slumps and earnings estimates erode amidst tariff tensions


Global Tariff Tracker: Rating Actions As Of May 16, 2025


U.S. Film And Television Brief: Will 100% Tariffs On Movies Made Outside The U.S. Hurt Hollywood?


China Banks: Property Stabilization Won't Be A Cure-All


Banks Can Help, Not Fix, Shandong's LGFV Issues


CreditWeek: How Will The U.S.-China Trade De-Escalation Affect Macro-Credit Conditions?


Global Credit Conditions Special Update: U.S.-China Tariff De-Escalation Brings Some Temporary Relief