Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Trump Second Term Economic Agenda: First Sixteen Months
A tariff stack rebuilt around Section 232, 301, 122, and 338, an OBBA reconciliation that locks TCJA permanence, a DOGE workforce purge, and a Fed independence stress test rewrite the macro baseline through 2029.
The first sixteen months of the second Trump administration have stacked tariff, fiscal, regulatory, and labor shocks at a pace and scale not seen since the early 1980s. Executive Orders issued between January and April 2025 imposed 25 percent duties on Mexico and Canada under IEEPA, restored 25 percent Section 232 steel and aluminum with...
Bangladesh ready-made garments under 2026 tariff stress
Bangladesh's ready-made garment sector enters 2026 carrying three simultaneous shocks. The US tariff schedule has hardened, EU EBA preferences are on a graduation timer, and forced-labor enforcement is migrating from policy text to seizure data. The interesting question is which factor cohorts survive intact and which lose orders to Vietnam, India, and Cambodia.
Bangladesh exported approximately 38.4 billion dollars in HS 61 (knitted apparel) and HS 62 (woven apparel) combined in 2024 per BACI and BGMEA reconciled data, second only to China among apparel suppliers and roughly 11.5 percent of global apparel trade. The United States and the European Union together absorbed about 70 percent of those...