Trump’s Tariffs Take Effect – What Now?
Published
Fulcrum editor Lee Hwok Aun speaks with Stephen Olson, Visiting Senior Fellow at ISEAS – Yusof Ishak Institute, on making sense of the Trump tariffs and thinking through the unpredictabilities.
Fulcrum editor Lee Hwok Aun speaks with Stephen Olson, Visiting Senior Fellow at ISEAS – Yusof Ishak Institute, on making sense of the Trump tariffs and thinking through the unpredictabilities.
Dialogues at Fulcrum is a podcast published by the ISEAS – Yusof Ishak Institute. For quick reference, the themes below were discussed:
2:38 – How Trump 2.0 differs from Trump 1.0 and Biden
10:07 – How to understand the “deals”
16:00 – Threat of semiconductor tariffs and forced semiconductor investment in the US
19:47 – The transshipment problem
23:34 – Southeast Asia’s tariff rates
25:59 – Negotiating with the Trump administration; outlook for Myanmar and Laos
29:28 – Implications on trade and export-led development
32:30 – US domestic politics and law as possible moderating forces
35:40 – US-China rivalry and role of China in the world economy
Stephen Olson is a Visiting Senior Fellow at ISEAS - Yusof Ishak Institute and a Non-Resident Fellow and Visiting Lecturer at the Yeutter Institute of International Trade.
