Everything on Policy Analysis

The current US tariff calculation is fundamentally flawed, assuming 98% price pass-through while ignoring global behavioral changes, resulting in tariffs that are four times higher than necessary to achieve policy goals.

Impact: Correcting these formulas could reduce trade friction and improve the efficiency of economic statecraft without sacrificing strategic objectives.

— from Geoeconomics: The Return of Economic Statecraft · bto – der Ökonomie-Podcast von Dr. Daniel Stelter· Jan 28, 2026