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Views on a changing global landscape from the other side of the pond.

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Evodince GmbH
April 04, 2025

Friends and colleagues:

The dramatic reshaping of global trade policy initiated by the United States this week will likely prove to be the most consequential in a century. These shifts will impact consumers, organizations, and governments for decades to come. Rulebooks, playbooks, and generations-old assumptions are quite literally being torn up and rewritten by the hour. 

Navigating these changes will take patience and grit. New ideas and new insights. And, most importantly, new information and reliable intelligence from both sides of the pond.

Which is why I'm pleased to announce Evodince On: EU Trade, launching later this month. Each Monday and Thursday morning, subscribers will receive curated news from reputable European news sources, as well as our own exclusive insights, interviews, and Q&A's. Each edition will offer:

  • Balanced, actionable tariff and policy news from trustworthy sources in Europe

  • Smart, plain-language and perspectives you won't find elsewhere

  • Five-minute reading time, delivered 2 times per week

Very few industries will be immune or exempt from this new economic landscape. Evodince On: EU Trade is an investment in helping you and your organization adapt, plan, and act. With confidence.

Until April 15th, Evodince On: EU Trade will be delivered to your inbox, free. Next week, we'll announce subscription tiers for individuals and organizations. But only if you wish to continue receiving. In the meantime, any feedback to help us improve this briefing while we finalize our commercial launch would be greatly appreciated. 

Thank you for reading.

Leigh Fatzinger, Editor
Salzburg, Austria

Radio France Internationale ・France

Macron described President Donald Trump’s 20 percent tariff hike on European goods as “brutal and unfounded”, warning of deep economic repercussions and calling for a united European response.

“Future investments, investments announced in the last weeks, should be suspended for a time,” Macron said on Thursday, at a gathering of top business leaders, ministers and Prime Minister François Bayrou in Paris.

Posting on X (formerly Twitter), Macron wrote: “Together and with all our sectors, we will be able to protect ourselves and accelerate the reindustrialisation of Europe”, adding that the European Union’s 450 million people are also its strength. (4 April 2025)

Financial Times ・United Kingdom

China’s Ministry of Commerce said on Friday that the tariff, which matches Trump’s latest increase in duties on Beijing, would be imposed on all imported goods from the US from April 10, a day after America’s “reciprocal” levies come into effect.

Beijing, which had previously considered such a level of tariffs as a worst-case scenario, denounced the new US duties as “a typical unilateral bullying move." (4 April 2025 )

If you find value in this edition, please consider passing it along.

Politico EU ・Belgium

For years, Silicon Valley giants resisted tariffs, fearing disruption to their finely tuned global supply chains. But with Trump’s announcement of new trade barriers, some American tech firms are cautiously optimistic. The thinking: higher duties on imported components could increase domestic manufacturing incentives, especially for sectors like chipmaking and data infrastructure. (4 April 2025)

Evodince:Insights Rather than pressuring the EU to respond with counter-tariffs, some European companies are taking a pragmatic route: shifting production to the United States. Weleda, the Swiss natural cosmetics and pharmaceuticals company, is a prime example.

RH Mulling New Sourcing Strategy Amid New Trump Tariff
3 April 2025- Women's Wear Daily (United States)

Social Europe・Germany

There are two strategic implications that can be drawn from Donald Trump’s decision to declare a tariff war on the rest of the world. One is that he intends to restructure the entire global economy around US interests, destroying the export models of numerous emerging and global south economies and plunging the world into a recession. A second implication is that, under threat of the above, he merely hopes to extract concessions on the domestic economic policies of rival countries that are favourable to the USA and the dollar, but non-catastrophic for the rest.

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