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Tariff tracker May 12, 2025

05/12/2025 • By Guillaume DERRIEN and Anis BENSAIDANI

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Tariff tracker May 12, 2025

Contents

Tariff tracker

Economic news

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

The updated scenario and forecasts of the Economic Research - 19 May 2025

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

Tariff tracker

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

Which ASEAN countries are most vulnerable to the hike in US tariffs?

China's prudent exchange rate policy is expected to continue

Europe’s major investment projects: an increasingly complex financial equation

Tariff escalation between the United States and the EU: sectoral differences are generally not very marked

Will Tariffs Bring Industrial Jobs Back to America?

China in 2025: temporary adjustment or structural rebalancing of economic growth drivers?

FOMC, A Strange Stability

QT2: the Fed is trying to find the right pace

Tariff wars are stories that usually end badly

United States: Concerns about growth

EcoPulse | March 2025

How the 2025 Davos Consensus Was Upended in two Months, and What Comes Next

Growth is local, bond yields are global: why does it matter?

Germany: “whatever it takes”?

The challenge of inflation: 5 things to look out for

Eurozone: stimulated by lower interest rates, new loans to households and businesses continued to increase in January 2025

Emerging countries: financial vulnerability is lower than it once was

Emerging markets: which sovereign debts are most vulnerable to rising global financial volatility?

February inflation: sharp drop expected in France, stability in the rest of the Eurozone

German election: A government by Easter?

Ukraine Ceasefire: What Are the Economic Implications for Europe?

Is the United States so disadvantaged in terms of customs duty?

Germany: after the elections, a wind of change?

French growth: is the worst over?

2019 - 2024: Debts in face of crises

US tariff offensive: a (non-exhaustive) risk map

United States: ’What's up with long-term rates?

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