Archive
All of our previous posts
trade policy
+13
Aug 4, 2026
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16 min read
Issue #7: What Cambodia Signed
Two Southeast Asian economies signed trade agreements with the United States last October. One of those agreements has still not been ratified, and its signatory pays less than Vietnam.
trade policy
+12
Jul 29, 2026
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3 min read
Vietnam Banned Forced Labor on July 22. USTR Set the Rate on July 23.
The new Section 301 forced-labor tariff sorts 60 economies into 10% and 12.5% tiers by whether they ban forced-labor imports. Vietnam drew 12.5%; its own ban takes effect six weeks after USTR set the rate.
trade policy
+13
Jul 21, 2026
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12 min read
Issue #6: What Washington Wants That Isn't a Tariff
The asks are non-tariff barriers, intellectual property, and economic security cooperation. Washington means export controls, and Vietnam has started paying on one of the three.
FTA
+13
Jul 15, 2026
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2 min read
Duty-free at entry: what the EFTA deal gives Vietnamese exporters first
EFTA's tariff cuts land the day the deal takes effect; Vietnam phases its own over up to 11 years -- and an unusual anti-dumping standstill may matter more than the duty cuts.
trade policy
+13
Jul 7, 2026
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15 min read
Issue #5: The Hearing That Decides Vietnam's Next Tariff Rate
Inside the tariff stack Vietnamese exporters will be living with after this morning's hearing
trade policy
+12
Jul 1, 2026
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2 min read
Rising US pressure and stalled EU pathway for Vietnamese rice
The US is applying tariff pressure Vietnamese rice exporters can't easily avoid. The EU pathway that could absorb it just hit a certification bottleneck.
