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BREAKINGVIEWS-Donald Trump’s biggest trade shock is yet to come: podcast

ReutersMar 10, 2026 7:18 AM

By Peter Thal Larsen

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The year since the US president’s ‘Liberation Day’ tariff war has produced many surprises. In this episode of The Big View, Peter Thal Larsen and IMD Business School’s Simon Evenett discuss why dire forecasts fizzled, how China levies fell to 26%, and why a larger jolt looms.

Follow Peter Thal Larsen on Bluesky and LinkedIn.

FURTHER READING/LISTENING

The Supreme Court Rules, Uncertainty by Design Remains – Global Trade Alert

Trade Redirection of Chinese Exports During 2025: Evidence from Full-Year Data – Global Trade Alert

The Big View: What Trump’s tariff tantrum will do to world trade

The Big View: Why Trump’s trade assault will fail and keep going

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