By Jake E. Jennings, Chair of Technology and Trade

Tariff Risk Is Shifting Across Legal Authorities: Companies should map product-level exposure across Sections 301 and 338, preserve records supporting exclusions, and adjust contracts and sourcing before new duties take effect.

By Jake E. Jennings, Chair of Technology and Trade

Parallel Tariff Actions Require Flexible Planning; Importers should prepare for multiple duty scenarios by modeling procurement and pricing strategies against overlapping trade actions that could quickly alter landed costs across major sourcing markets.

By Jake E. Jennings, Chair of Technology and Trade

USMCA Uncertainty Opens Annual Advocacy Window: The shift to annual reviews converts a fixed 16-year renewal cycle into a recurring enforcement process.

By Jake E. Jennings, Chair of Technology and Trade

AI Access Controls Become a New Compliance Frontier: Companies developing, deploying, or integrating advanced AI systems should prepare for growing government expectations around customer verification, geographic restrictions, user screening, and rapid implementation of access-related directives.

By Deborah Lehr, Chair and CEO, Leigh Wedell, President and COO, Gracie Sun, Chair of Asia-Pacific, Chynna Hawes, Senior Vice President, Kendra Schaefer, Senior Fellow, and Ruihan Huang, Director

As the United States and China seek greater stability in what remains a fraught relationship, identifying economic issues that can serve as practical anchors matters. One that has been largely unresolved is China's need to strengthen consumer demand, an issue where opportunities intersect in ways that are both bilateral and global. In this three-part series, we examine where China's consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth.

By Jake E. Jennings, Chair of Technology and Trade

Bilateral Trade Management Will Increase Country-Specific Risk: The Administration has explicitly abandoned most-favored-nation treatment as U.S. trade policy's governing principle. CEOs should direct review of supply chain and market-access strategies that still assume WTO tariff ceilings as a practical constraint and prepare submissions for the forthcoming U.S.– China Board of Trade for comment process on the $30 billion non-strategic goods basket.

By Jake E. Jennings, Chair of Technology and Trade

Non-Tariff Barriers Become Core Trade Risk: Firms should map exposure across regulatory regimes, including digital rules, IP enforcement, and procurement, as market access increasingly depends on compliance with partner-country policies rather than tariff outcomes.

By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director

The final part of a three-part series, examining China’s consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth. 

By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director

Part two of a three-part series, examining China’s consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth. 

By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director

Part one of a three-part series, examining China’s consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth. 

By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director

As the United States and China seek greater stability in what remains a fraught relationship, identifying economic issues that can serve as practical anchors matters. One that has been largely unresolved is China's need to strengthen consumer demand, an issue where opportunities intersect in ways that are both bilateral and global. In this three-part series, we examine where China's consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth.

By Jake E. Jennings, Chair of Technology and Trade

Non-Tariff Barriers Become Core Trade Risk: Firms should map exposure across regulatory regimes, including digital rules, IP enforcement, and procurement, as market access increasingly depends on compliance with partner-country policies rather than tariff outcomes.

By Jake E. Jennings, Chair of Technology and Trade

U.S. Trade Strategy Consolidates Around Tariff Architecture: Washington is embedding tariffs into its baseline economic policy rather than using them purely as temporary leverage.