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Navigating Trade Tensions

The Economic Implications of US-China Relations in 2025

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Bob Sheehan, CFA, CMT's avatar
Lighthouse Macro and Bob Sheehan, CFA, CMT
Feb 20, 2025
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The US-China trade landscape has shifted dramatically by February 2025, with Trump’s 10% tariff on $300 billion in Chinese imports (effective February 4) sparking retaliatory tariffs on $20 billion in US LNG and agricultural goods. Rooted in a five-year decoupling trend, this escalation threatens a trade war, unsettling markets and inflation expectation…

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