– The past week brought a temporary reprieve for the electronics sector from US tariffs, but also set the scene for new tariff investigations to run through the rest of 2025 with Section 232 “national security” reviews launched in electronics, pharmaceuticals and critical minerals. In electronics, Taiwanese and Malaysian suppliers may face challenges, while in pharmaceuticals, it may be European firms that bear the brunt.
– Our latest sector tariff risk deep-dive looks at products bought for children, where we find infant furniture faces tariffs of 128.8% and toys as much as 113.4%...