As China cranks up export controls against Japan -now targeting 40 Japanese companies- more important to understand Japan's strategies to reduce dependence on critical minerals: www.brookings.edu/articles/wha...
Happy to add brief thoughts on Asia's predicament as Trump's "Plan B" for tariffs takes shape: www.brookings.edu/articles/bro...
A major question that remains now is how the administration will pay back the duties collected under IEEPA. CBP will likely be inundated with reimbursement requests that will take years to pay back.
Section 122 authorizes country specific tariffs at 15% for 150 days. It is a temporary restriction that has the speed and flexibility IEEPA gave the administration. However, any extension of 122 beyond 150 days would require Congressional approval.
IEEPA tariffs have been struck down but trade lawyers have suggested a potential contingency would be Sec 122 as a temporary measure until 232 and 301 investigations have been completed. We're likely to see a massive shift toward sectoral tariffs.
Potential ruling on the IEEPA reciprocal tariffs coming out tomorrow. While it will make a huge difference in trade policy—particularly if they rule against—it will not be the end of tariffs. We still have Secs 301 & 232 investigations in the pipeline that could have huge implications (i.e., chips).
Echoing this sentiment to @vanhollen.senate.gov and @alsobrooks.senate.gov. Thank you for voting no yesterday but we need new leadership NOW
I'm very excited to have contributed a small portion to @brookings.edu's recent Around the Halls piece on APEC, particularly about the challenges that Japan faces.
www.brookings.edu/articles/wha...
Curious to know what part the USG's 10% stake in Intel had in shaping Nvidia's decision here. It's very likely more market distortions will follow at the expense of both domestic and foreign competition.
#Nvidia #Intel #semiconductors
It is astonishing to me that appeasement is still considered a viable strategy after countless examples of it failing. What an absolutely disappointing take to read.
www.nytimes.com/2025/09/15/o...
“Without strong leadership, Japan is ill equipped to meet the singular domestic and international challenges of the current moment,” writes @mireyasolis.bsky.social. “Key among these is Tokyo’s need to redefine its relationship with the United States.”
i need politicians to be as mad at housing prices as they are about cracker barrel's new logo
BREAKING NEWS: The U.S. Court of Appeals for the Federal Circuit in Washington, D.C., delayed enforcing its decision, which is expected to be appealed to the Supreme Court.
China’s influence in the Pacific Islands: Overstatement or underestimation? www.brookings.edu/events/china...
Burnout in a chaotic world is so tiring.
Trump eyes US government stakes in other chip makers that received CHIPS Act funds, sources say reut.rs/3V9g2tj
I'll never forget this awful day, this attack on my hometown #ElPasoStrong
Trump: “It looks like it’s about $3.1 billion…”
Powell: “I’m not aware of that.”
Trump: “It just came out.”
Powell: “You are including the Martin renovation. You just added in a third building.”
Trump: “It’s a building that's being built.”
Powell: “No, it was built five years ago.”
Mindful that Japan was and remains a top investor in the U.S., and to contextualise the numbers on purported investments into the U.S. (equity/loans??) of $550 billion, Japan invested $783.3 billion in 2023.
Source Jetro report, www.jetro.go.jp/ext_images/u...
Finding it hard to track the latest U.S. trade policy state of play? Here's a look the deals the president has announced and the rates he's so far threatened to impose in letters to global leaders.
New Mexico sky
"I do solemnly swear that I will faithfully execute the Office of President of the United States, and will to the best of my ability, preserve, protect and defend the Constitution of the United States."
ANOTHER OMINOUS LABOR MARKET SIGN
The % of consumers who see jobs as being not so plentiful hit its highest level since Covid.
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personally would like to see every store show what part of the price increase is due to tariffs bc if these tariffs ever come down, i need to see that price go right back down
I need chisme soon or it's over for me
Thank you for holding the line Senator 🫡 the government is already shut down under this administration. We need a bipartisan funding bill
AOC should announce a primary against Schumer tonight.
