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Global Trade in Transition: Tariffs Reshape Supply Chains, Strategy, and Financing

Article  •  June 04, 2025

As shifting US trade policies drive uncertainty and recalibration across sectors, Citi clients worldwide are adapting supply chains, financial strategies, and investment plans to navigate a more fragmented and volatile global market.

The tariffs introduced by the new U.S. administration represent a significant change in U.S. government policy. After more than 75 years of [unchanged] rules-based trading, and almost 40 years of accelerating globalization, the world has entered a new, more fragile trading era. 

The scale of tariffs, and rapid-fire changes in policy – referred to as “Liberation Day” has created uncertainty. 

In the short term, businesses face market and FX volatility. Looking further ahead, slower growth and higher inflation seem inevitable during times of uncertainty. Over the long term, companies must adapt to an unprecedented structural shift in trade and capital flows.

Learn more here.

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