International trade, cross-border commerce, tariffs, customs, and global market dynamics.
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.
USTR signalled the Section 301 textile tariff-rate quotas for Bangladesh, Cambodia, Indonesia and Malaysia would be feasible around September 1, but no establishing Federal Register notice has published. Covered apparel continues to enter at the flat 10 percent duty with no quota volume available.
The House passed H.R. 1869 on August 31, directing the Justice Department to build a dedicated trade crimes prosecution unit. The version that cleared the chamber carries no funding, and the 120-day deadline to stand up the task force starts only when appropriations arrive.
Canada’s counter-tariffs on United States goods take effect at 12:01 a.m. on September 8, applying 15%, 25% or 50% by tariff item across roughly CAD 27.6 billion of imports. The CAD 150 courier de minimis threshold offers no protection, because the surtax attaches to classification rather than shipment value.