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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

Is the end of IEEPA the beginning of a more effective Trump admin?
May 30, 2025
If Trump’s broad tariffs are blocked, it will almost certainly dampen the breadth and magnitude of tariffs but – crucially – it may well leave behind longer-lived and more effective approach.
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EU-Vietnam Free Trade Agreement: business impacts and outlook under CBAM
October 3, 2024
The EU-Vietnam Free Trade Agreement (EVFTA) aims to eliminate 99% of tariffs by 2030, increasing EU's access to Vietnam’s market. However, the EU's Carbon Border Adjustment Mechanism (CBAM) may challenge the EVFTA's effectiveness by increasing export costs.
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