{"id":26307,"date":"2025-07-30T15:33:09","date_gmt":"2025-07-30T13:33:09","guid":{"rendered":"https:\/\/taceconomics.com\/?p=26307"},"modified":"2026-02-10T17:23:48","modified_gmt":"2026-02-10T16:23:48","slug":"us-tariffs-2025-countdown-to-august-1-and-a-new-era-of-global-trade","status":"publish","type":"post","link":"https:\/\/taceconomics.com\/fr\/us-tariffs-2025-countdown-to-august-1-and-a-new-era-of-global-trade\/","title":{"rendered":"Tarifs douaniers am\u00e9ricains 2025 : compte \u00e0 rebours jusqu'au 1er ao\u00fbt et nouvelle \u00e8re du commerce mondial"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"26307\" class=\"elementor elementor-26307\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3936f2de e-con-full e-flex e-con e-parent\" data-id=\"3936f2de\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-fcd77cf e-con-full e-flex e-con e-child\" data-id=\"fcd77cf\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7253d407 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"7253d407\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">US Tariffs 2025: Countdown to August 1 and a New Era of Global Trade<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ffc341a elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7ffc341a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9d37b8 elementor-widget elementor-widget-post-info\" data-id=\"d9d37b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-inline-items elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-098b2f8 elementor-inline-item\" itemprop=\"datePublished\">\n\t\t\t\t\t\t<a href=\"https:\/\/taceconomics.com\/fr\/2025\/07\/30\/\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-calendar\"><\/i>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>juillet 30, 2025<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-d3c01a0 elementor-inline-item\" itemprop=\"about\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-tags\"><\/i>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-terms\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-post-info__terms-list\">\n\t\t\t\t<a href=\"https:\/\/taceconomics.com\/fr\/category\/global-economy\/\" class=\"elementor-post-info__terms-list-item\">Global Economy<\/a>\t\t\t\t<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9395f23 e-con-full e-flex e-con e-child\" data-id=\"9395f23\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;background_motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;background_motion_fx_scale_effect&quot;:&quot;yes&quot;,&quot;background_motion_fx_scale_range&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:50,&quot;end&quot;:100}},&quot;background_motion_fx_scale_direction&quot;:&quot;out-in&quot;,&quot;background_motion_fx_scale_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]},&quot;background_motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5a0edc5 elementor-widget elementor-widget-image\" data-id=\"5a0edc5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"716\" height=\"382\" src=\"https:\/\/taceconomics.com\/wp-content\/uploads\/2025\/08\/Reciprocal-Duties-e1756128156392.jpg\" class=\"attachment-large size-large wp-image-26308\" alt=\"\" srcset=\"https:\/\/taceconomics.com\/wp-content\/uploads\/2025\/08\/Reciprocal-Duties-e1756128156392.jpg 716w, https:\/\/taceconomics.com\/wp-content\/uploads\/2025\/08\/Reciprocal-Duties-e1756128156392-300x160.jpg 300w, https:\/\/taceconomics.com\/wp-content\/uploads\/2025\/08\/Reciprocal-Duties-e1756128156392-18x10.jpg 18w\" sizes=\"(max-width: 716px) 100vw, 716px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-eefa04b e-flex e-con-boxed e-con e-parent\" data-id=\"eefa04b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-faf90b5 elementor-widget elementor-widget-text-editor\" data-id=\"faf90b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>As the clock ticks toward <strong>August 1, 2025<\/strong>, the world stands at the edge of a trade paradigm shift. At 12:01 a.m., the Executive Order suspending tariffs above 10% expires, ushering in <strong>\u201creciprocal tariffs\u201d<\/strong>\u2014a system meant to mirror the trade barriers imposed on U.S. exports. But what lies ahead is far from a stable framework. Instead, global businesses face legal uncertainty, fragmented negotiations, and a deeper restructuring of global supply chains.<\/p><p>In this article, we break down the implications of these <strong>new U.S. tariffs<\/strong>, the fragile U.S.\u2013EU agreement, market reactions, and what this means for the <strong>future of global trade and economic growth<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-53a3ac8 e-flex e-con-boxed e-con e-parent\" data-id=\"53a3ac8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c6f8f5 elementor-widget elementor-widget-heading\" data-id=\"5c6f8f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A Patchwork of Tariffs: The End of Consistency<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-847fa38 elementor-widget elementor-widget-text-editor\" data-id=\"847fa38\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>When the U.S. first announced its tariff plans in spring 2025, projected rates ranged from 20% to 50%. Since then, frantic negotiations produced a messy patchwork of <strong>\u201cnapkin deals\u201d<\/strong> with varying rates:<\/p><ul><li><strong>European Union:<\/strong> 15% (down from 20%)<\/li><li><strong>Japan:<\/strong> 15% (vs. 24%)<\/li><li><strong>Vietnam:<\/strong> 20% (vs. 46%)<\/li><li><strong>Philippines &amp; Indonesia:<\/strong> 19%<\/li><li><strong>Mexico &amp; Canada:<\/strong> 30\u201335%<\/li><li><strong>Brazil:<\/strong> 50%<\/li><\/ul><p>This <strong>variable-geometry approach<\/strong> reflects geopolitics more than economics: Washington rewards allies while pressuring rivals. But the legal foundation remains shaky. Two federal court rulings have already questioned whether trade deficits qualify as a <strong>\u201cnational emergency\u201d<\/strong> under the <strong>IEEPA<\/strong>. With an appeals hearing scheduled for July 31, there is a real risk the entire framework could collapse.<\/p><p>At the operational level, uncertainty reigns. Will customs enforce new tariffs immediately? Or will there be a <strong>partial freeze<\/strong>, keeping rates unchanged until systems adapt? For companies trading across borders, August 1 is less a clear rulebook than a regulatory minefield.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-21ecd67 e-flex e-con-boxed e-con e-parent\" data-id=\"21ecd67\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-42c0ca3 elementor-widget elementor-widget-heading\" data-id=\"42c0ca3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Section 232: A Second Tariff Front<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c0d9bae elementor-widget elementor-widget-text-editor\" data-id=\"c0d9bae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Beyond reciprocal tariffs, Washington is opening a new battle under <strong>Section 232 of the Trade Expansion Act<\/strong>, imposing duties on national security grounds. Investigations target strategic sectors:<\/p><ul><li>Automobiles &amp; parts<\/li><li>Steel &amp; aluminum (already at 50%)<\/li><li>Copper (50% from August 1)<\/li><li>Semiconductors &amp; equipment<\/li><li>Pharmaceuticals (potentially up to 200%)<\/li><li>Aerospace, drones, and processed minerals<\/li><\/ul><p>Unlike reciprocal tariffs, these are <strong>unilateral and durable<\/strong>. Once labeled a national security issue, they are nearly impossible to challenge in court or at the WTO. This could permanently reshape global <strong>supply chains in high-tech and defense-critical industries<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8443d10 e-flex e-con-boxed e-con e-parent\" data-id=\"8443d10\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d8ee96f elementor-widget elementor-widget-heading\" data-id=\"d8ee96f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The U.S.\u2013EU Deal: An Uneasy Compromise <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4e2bec elementor-widget elementor-widget-text-editor\" data-id=\"f4e2bec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>In late July, the U.S. and EU announced a last-minute agreement, hailed by Washington but criticized across Europe as a <strong>\u201ccapitulation.\u201d<\/strong><\/p><p>Key commitments include:<\/p><ul><li><strong>15% uniform tariff<\/strong> on most European exports.<\/li><li><strong>USD 750 billion in U.S. energy purchases<\/strong> over three years (vs. USD 75 billion in 2024).<\/li><li><strong>USD 600 billion in EU investment pledges<\/strong> in the U.S.<\/li><\/ul><p>Yet these promises are <strong>unrealistic<\/strong>. The EU lacks the capacity to buy such volumes of U.S. energy without derailing its <strong>Green Deal<\/strong>, while the investment commitments far exceed feasible financing.<\/p><p>For the Eurozone, the economic hit may seem contained (around \u20130.2pp of GDP in 2025, with Germany suffering most at \u20130.5%), but these numbers likely understate <strong>indirect effects<\/strong>: weaker confidence, squeezed margins, and disrupted supply chains. Strategically, the deal underscores Europe\u2019s dependence on <strong>U.S. energy and security guarantees<\/strong>, raising doubts about its <strong>industrial sovereignty<\/strong> and alignment with the Draghi Plan.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-597e3ad e-flex e-con-boxed e-con e-parent\" data-id=\"597e3ad\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dc2e21e elementor-widget elementor-widget-heading\" data-id=\"dc2e21e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Markets React: Calm Before the Storm?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b4a794 elementor-widget elementor-widget-text-editor\" data-id=\"2b4a794\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Financial markets, for now, appear resilient. <strong>U.S. equities<\/strong> have rebounded to record highs, preferring a flawed deal over uncertainty. But the calm is deceptive:<\/p><ul><li><strong>Bond markets<\/strong> show volatility, with long-term yields rising on higher perceived risk.<\/li><li><strong>Gold demand<\/strong> remains strong, reflecting investor hedging.<\/li><li><strong>Tariffs act as an inefficient tax<\/strong>, cutting into margins and eventually slowing consumption and investment.<\/li><\/ul><p>TAC Economics models suggest a <strong>delayed adjustment<\/strong>: by late 2025, businesses may face slowing demand combined with persistent inflation\u2014a potential <strong>stagflationary environment<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-57e4b3e e-flex e-con-boxed e-con e-parent\" data-id=\"57e4b3e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9350610 elementor-widget elementor-widget-heading\" data-id=\"9350610\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A Structural Shift: The Return of Transactional Trade<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b3b872e elementor-widget elementor-widget-text-editor\" data-id=\"b3b872e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>What matters most is not the tariffs themselves but the <strong>method of negotiation<\/strong>. President Trump\u2019s strategy\u2014threats followed by rapid bilateral concessions\u2014signals the erosion of a <strong>rules-based trade system<\/strong>.<\/p><p>Global trade is fragmenting into <strong>regional blocs<\/strong>, echoing the 1930s Smoot-Hawley era. Costs will rise as supply chains shorten and lose efficiency, feeding structurally higher inflation. Over the next 12 months, TAC Economics estimates:<\/p><ul><li><strong>Global GDP hit:<\/strong> \u20130.4% to \u20130.7%<\/li><li><strong>U.S. inflation boost:<\/strong> +0.5 percentage points<\/li><\/ul><p>These baseline figures exclude second-round effects such as <strong>supply chain restructuring, investment delays, and productivity losses<\/strong>. In reality, the costs could be much higher.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9058f6d e-flex e-con-boxed e-con e-parent\" data-id=\"9058f6d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8a46683 elementor-widget elementor-widget-heading\" data-id=\"8a46683\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What It Means for Businesses<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9004551 elementor-widget elementor-widget-text-editor\" data-id=\"9004551\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>For global companies, this marks the end of predictable trade rules. Decisions on <strong>investment, sourcing, and pricing<\/strong> will increasingly depend on fragile, temporary deals vulnerable to political shocks.<\/p><p>Key takeaways for businesses:<\/p><ol><li><strong>Prepare for volatility<\/strong>: Tariff rates and exemptions will change quickly and unpredictably.<\/li><li><strong>Diversify supply chains<\/strong>: Reduce exposure to single-country dependencies in strategic sectors.<\/li><li><strong>Hedge against inflation<\/strong>: Cost shocks are likely to persist well into 2026.<\/li><li><strong>Monitor political risk<\/strong>: Trade policy is now a core geopolitical tool, not an economic afterthought.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0a6d62a e-flex e-con-boxed e-con e-parent\" data-id=\"0a6d62a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-29963e5 elementor-widget elementor-widget-heading\" data-id=\"29963e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Conclusion: From Stability to Power Politics<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b2edc3 elementor-widget elementor-widget-text-editor\" data-id=\"3b2edc3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The August 1 tariff shift is more than a policy change\u2014it signals a <strong>new era of power-driven trade diplomacy<\/strong>. While immediate escalation risk has been reduced, businesses and governments must adapt to a world where <strong>rules are temporary, uncertainty is structural, and economic sovereignty is under constant negotiation<\/strong>.<\/p><p>This is not a temporary disruption. It is the <strong>new normal<\/strong> of global trade.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7a3f619 e-flex e-con-boxed e-con e-parent\" data-id=\"7a3f619\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d7f8350 elementor-widget elementor-widget-text-editor\" data-id=\"d7f8350\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8fe5339 e-flex e-con-boxed e-con e-parent\" data-id=\"8fe5339\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-01bd532 elementor-widget elementor-widget-heading\" data-id=\"01bd532\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Latest posts<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c66e620 elementor-grid-3 elementor-grid-tablet-2 elementor-grid-mobile-1 elementor-posts--thumbnail-top elementor-widget elementor-widget-posts\" data-id=\"c66e620\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;classic_columns&quot;:&quot;3&quot;,&quot;classic_columns_tablet&quot;:&quot;2&quot;,&quot;classic_columns_mobile&quot;:&quot;1&quot;,&quot;classic_row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:35,&quot;sizes&quot;:[]},&quot;classic_row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;classic_row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" 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https:\/\/taceconomics.com\/wp-content\/uploads\/2026\/03\/Country-Risk-Map-February-2026.jpg 600w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/div>\n\t\t<\/a>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<h3 class=\"elementor-post__title\">\n\t\t\t<a href=\"https:\/\/taceconomics.com\/fr\/emerging-markets-risk-fragmentation-2026\/\" >\n\t\t\t\tEmerging Markets: Lower aggregate risk, higher fragmentation\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t<div class=\"elementor-post__meta-data\">\n\t\t\t\t\t<span class=\"elementor-post-date\">\n\t\t\tmars 6, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"elementor-post__read-more-wrapper\">\n\t\t\n\t\t<a class=\"elementor-post__read-more\" href=\"https:\/\/taceconomics.com\/fr\/emerging-markets-risk-fragmentation-2026\/\" aria-label=\"En savoir plus sur Emerging Markets: Lower aggregate risk, higher fragmentation\" tabindex=\"-1\" >\n\t\t\tRead More 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durable, une nouvelle lecture du risque pays\" tabindex=\"-1\" >\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>As the clock ticks toward August 1, 2025, the world stands at the edge of a trade paradigm shift. At 12:01 a.m., the Executive Order suspending tariffs above 10% expires, ushering in \u201creciprocal tariffs\u201d\u2014a system meant to mirror the trade barriers imposed on U.S. exports. But what lies ahead is far from a stable framework. Instead, global businesses face legal uncertainty, fragmented negotiations, and a deeper restructuring of global supply chains.<\/p>","protected":false},"author":5,"featured_media":26308,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[65],"tags":[],"class_list":["post-26307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-economy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>US Tariffs 2025: Countdown to August 1 and a New Era of Global Trade - TAC ECONOMICS<\/title>\n<meta name=\"description\" content=\"Discover how new US tariffs in 2025 will reshape global trade from August 1 \u2014 key insights, economic impacts and strategic outlook.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/taceconomics.com\/fr\/us-tariffs-2025-countdown-to-august-1-and-a-new-era-of-global-trade\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"US Tariffs 2025: Countdown to August 1 and a New Era of Global Trade - 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