NatWest Commercial and Institutional

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Episodes (236)

Thu Sep 3rd Trade Links (episode 14) Is tariff confusion a feature of international trade?
Aug 11th Trade Links (episode 13): Shadow fleets and the new rules of global trade
Jul 1st Trade Links (episode 12): The big re-shoring puzzle

NatWest Commercial and Institutional

Sep 3, 2026
26 minutes
18 MB

Tariffs are supposed to be a cost businesses can calculate. But with US trade policy changing rapidly, the bigger challenge for exporters and importers may be knowing which tariff will actually apply when goods arrive. In this episode of Trade Links, Tim Phillips is joined by Aastha Gupta and Scott Livingstone to explore the economic impact of tariff uncertainty and what it means for businesses making cross-border investment and sourcing decisions. The conversation then turns to another major challenge for Europe: the growing impact of Chinese industrial overcapacity, increasingly described by economists as “China shock 2.0”. As C...

NatWest Commercial and Institutional

Trade Links (episode 14) Is tariff confusion a feature of international trade?

NatWest Commercial and Institutional

00:00 -25:41