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Tariff tracker July 10, 2025

07/10/2025 • By Guillaume DERRIEN and Anis BENSAIDANI

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Tariff tracker July 10, 2025

Contents

Tariff tracker

Economic news

Non-performing loans in the European Union: sharp decline and lower dispersion since 2019

Tariff tracker

Ecopulse | July 2025

What are the effects of US tariff policy on global trade and emerging economies?

What’s on Central Bankers Minds Heading into the Summer?

The updated scenario and forecasts of the Economic Research - 7 July 2025

French Economy Pocket Atlas | July 2025

India attracts FDI but fails to retain it

Inflation Tracker - June 2025 | Inflation down in May, except in the United States

Securitisation: Will the European Commission’s recent attempt to relaunch be the right one?

France: Rising property prices could be hampered by the slowdown in the rebound in households’ real estate purchasing capacity

Rising long-term interest rates: a relatively good point for the Eurozone

Germany’s budget for 2025: a massive and rapid increase in investment, but for what purpose and at what cost?

Bi-annual Conference — The new US trade tariffs: What are the consequences? How will trade be restructured?

Editorial | Tariff shock: what effects on global trade and what consequences for emerging countries?

Rearm Europe: turning the challenge of rearmament into an opportunity for European industry and growth

Inflation, interest rates: How important is the regime change in the eurozone?

United Kingdom: towards a fiscal consolidation which is spread over time but even more constrained than in France

FOMC: Waiting and Divided

In the Eurozone, inflation is also a monetary phenomenon

Slowdown and reconfiguration of global trade in 2025: what are the implications for emerging countries?

United States: Will easing leverage requirements stimulate demand for Treasuries?

Global economy: Towards another turbulent six months?

EcoPulse | June 2025

Gulf States: falling oil prices should not pose a threat to economic diversification

Will the euro be the true greenback in the future?

European energy policy: between transition and sovereignty

United Kingdom: From Brexit to Reset

Eurozone: demand is firming up progressively

How can we finance the extra investment needed in the European Union?

In the turmoil of US tariffs: what effects on developed economies?

Three good reasons not to lose faith in green bonds

French Budget: The Hardest Part is Yet to Come

Eurozone: general but uneven recovery of new loans for house purchase

French Economy Pocket Atlas | May 2025

Resilience of Central European economies amidst tariff shock

End of USAID and trade war: a double shock for developing countries

EcoPulse | May 2025

The dollar demise question: what’s different this time?

Latin America: how vulnerable is it beyond tariffs?

IMF/WB Spring Meetings: situation serious but policymakers resolute and economies resilient, for now

Inflation Tracker - April 2025 | Unsurprisingly, inflation expectations are rising again

Eurozone: less deficit, a little more room for manoeuvre

Public debt stabilization: towards primary budget surpluses in a growing number of countries

Deteriorating growth prospects due to the US tariff shock: an update

Editorial | US Tariffs: The Big Shake-up

Eurozone bond market spillovers from the jump in Bund yields

On the oil market, how far does the convergence of interests between OPEC+ and Trump go?

EU: Rearmament, energy and digital transitions - the scale of the effort

“Reciprocal” Tariffs Are Bad for World Growth and Worse for the US

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