International trade, cross-border commerce, tariffs, customs, and global market dynamics.
The officials who drafted and administered Section 301 have filed amicus briefs asking the US Court of International Trade to void the forced-labor tariffs covering 99.4 percent of imports. The government answers September 15 and the panel hears argument September 30.
Belgian customs logged 53% fewer low-value parcel declarations in July and Dutch customs 46% fewer across July and August after the EU’s EUR 3 flat duty took effect on July 1, 2026. Both agencies say the goods are shifting to bulk import and EU warehouses ahead of a November 1 handling fee.
President Trump told reporters in Dublin that a trade deal with Canada could come fairly soon if Ottawa drops tariffs on US farm products, and said he is not considering leaving USMCA. None of the September 15 tariff changes or September 29 import bans move, and Canadian grocers say the Buy Canadian shift is now permanent.
Retailers are steering more than $4 billion of refunded IEEPA duties into shelf prices while the tariff schedule steps down. The signals point to US core goods CPI printing at or below zero year over year in the November 2026 report, due mid-December.
FedEx has launched a $99-a-month Shopify app that shows a guaranteed duty and tax figure at checkout and covers any overage, part of its new Global Trade Navigator suite. The move lands as the US, EU and Canada have all stripped duty-free treatment from low-value parcels, and puts FedEx in direct competition with UPS Global Checkout and Zonos.
The European Commission has asked the Council to authorize signature of the EU-India free trade agreement, with a December signing reported and tariff changes expected in 2027. Indian apparel, footwear, leather and gems go to zero duty in the EU while India cuts duties on European wine, spirits and premium cars.
Five Section 338 proclamations signed September 8 exclude packaged Canadian beer, wine, spirits, whey and large motorcycles from September 29 and widen the 50% duty list to cheese, furniture, lamps and golf carts from September 15. Here is what US retailers face on both dates.
Ten House members told CBP on September 9 that its 90-day refund window is running out before small importers can even open a CAPE account. With Phase 3 still undated and $1.7 billion stranded, the letter puts the refund machinery itself under scrutiny.
Signals point to no proposed rule under RIN 1685-AA47 before June 30, 2027, and no binding regulation in force before the 2027 holiday peak. The same disclosure demands are likely to reach importers first through general notices, voluntary tests and broker contract terms.
RH publishes second quarter fiscal 2026 results after the close on September 10, covering the quarter that ended August 1 and straddled the July 24 tariff reset. It is the last clean read before Section 232 duties on wooden furniture and cabinets step up on January 1, 2027.