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TRUMP POLICIES GLOBAL PUSHBACK PPR Mundial: EU Just Made a Bold Move Against Trump’s Tariffs Brussels Response SHOCKED Everyone PLAY YOUTUBE VIDEO Original article: https://www.youtube.com/watch?v=04K0XQstVZk
EU Just Made a Bold Move Against Trump’s Tariffs — Brussels Response SHOCKED Everyone PPR Mundial Jun 26, 2025 207K subscribers A full-blown tariff war is brewing between Washington and Brussels, as Donald Trump’s “universal tariff” policy slaps a 10% tax on all imports. In response, the EU threatens a 20% countermeasure, putting €580 billion in European exports and $320 billion in U.S. goods at risk—from Boeing to bourbon, BMW to soybeans. In this episode, we explain: Who will foot the bill for the tariffs How this will fuel inflation on both sides of the Atlantic Why Airbus, Tesla, and US agriculture are directly in the crosshairs What scenarios await if WTO cases and retaliation spiral out of control How the Fed and ECB are bracing for this inflationary earthquake This isn’t just a trade battle. It’s a systemic shock to global supply chains, currency balances, and inflation targets. Chapters: 00:00 – Trump’s 10% Tariff Plan: The New Doctrine 00:45 – Brussels Responds: 20% Retaliation on U.S. Goods 01:35 – €580 Billion vs $320 Billion: The Stakes of the Tariff War 02:30 – Boeing, BMW, Bourbon: The Political Targets 03:25 – Impact on Inflation, Exchange Rates, and Interest Rates 04:15 – Trade Shock Ripple Effect on Fed & ECB 05:10 – Germany, France, and Italy React to Export Risks 06:00 – The Airbus Advantage and the Boeing Fallout 06:55 – Green Subsidy Battle: EU Carbon Tariffs on U.S. EVs? 08:00 – Global Scenarios: From WTO to Supply Chain Collapse 09:15 – Final Outlook: Will Trade Diplomacy Stop the Spiral? The content on this channel goes through a full process of research, editing, voiceover, and video production before reaching you. If you'd like to be a part of this effort and support independent, in-depth analysis, you can click this link: / @pprmundial Your support helps keep this channel going and allows us to produce even more quality content. Thank you! 🙏 Disclaimer: This channel provides general information and commentary based on publicly available sources. It is for informational and entertainment purposes only and should not be considered professional advice. No liability is assumed for the accuracy or completeness of the content. All opinions are personal. How this content was made Altered or synthetic content Sound or visuals were significantly edited or digitally generated. Learn more Peter Burgess COMMENTARY Peter Burgess Transcript Trump’s 10% Tariff Plan: The New Doctrine 0:00 a tit fortat battle has begun with prices jumping every time the dollar moves washington is imposing a 10% universal tariff on all imports while brussels is responding with a 20% tax on us goods saying it will get the same money back 580 billion in european exports and 320 billion in american exports ranging from boeing to bourbon bmw to soybeans are now at risk of hitting a two-way wall we explain step by step who will foot the bill for the eu and us tariffs whose exchange rate advantage will disappear how the fed and ecb's interest rate equation will be disrupted and how the eu's retaliation will take shape don't forget to subscribe to our channel turn on notifications and like our videos to Brussels Responds: 20% Retaliation on U.S. Goods 0:46 stay up to date with our content the european union responded to washington's general 10% tariff wall rhetoric at the end of summer 2025 with if this tariff wall does not come down we will build a counterwall and the trade table on both 1:01 sides of the atlantic quickly turned into a scene of a nerve war the transatlantic tariff dispute which flared up in 2018 with the steel and aluminum trade war dragged on for 5 years amid technical committees exemption lists and court cases however donald trump's universal tariff doctrine announced as he prepared for his second term shook the balance to its core the white house proposed a system that was so simple that it left no room for negotiation a 10% tariff on all non- us imports 30 45% on chinese goods 580 Billion vs $320 Billion: The Stakes of the Tariff War 1:37 depending on the sector and a 12% cap on imports from neighbors not covered by the north american free trade agreement brussels's initial reaction was to recall the principle of equal treatment in an urgent note to the general affairs council the commission president said 'if the us does not withdraw the columns of the eu customs tariff schedule will be automatically updated to include an 2:00 additional 20% on key us goods this means a two-way tariff squeeze in the 10 20% range will begin across the atlantic additional calculation eu27 exports to the us will be 580 billion by the end of 2024 the 20% retaliation imposed on top of this will impose a direct tax burden of 116 billion on european exporters but if the fed implements its quickly compliant dollar policy on tariffs the net effect may remain at around $95 Boeing, BMW, Bourbon: The Political Targets 2:31 billion policy the net effect may remain at around 95 billion in contrast there is an annual flow of $320 billion worth of goods from the us to the eu brussels 20 point counterwall will impose an additional burden of 64 billion on american exporters market players are writing the net loss premium to the us account euro zone pmi data shows that export volumes are already sustained by domestic demand deficits while in the us 3:03 the high share of imported intermediate goods in production will create price pass through the signal that washington would move to a new trump tariff phase sent alarm bells ringing in european capitals on the morning of june 24th even before the white house had released an official statement brussels responded with a declaration that if the us customs wall remains at even 10% we will Impact on Inflation, Exchange Rates, and Interest Rates 3:26 respond with equivalent measures in the automotive aviation and agriculture sectors within minutes bruno laame mer appeared before the cameras in paris saying 'we will not enter into a vicious cycle that will lead to mutual destruction but we have a long list ready ranging from boeing to soybeans.' in berlin economy minister robert habbeek immediately after receiving an urgent briefing from volkswagen management said 'we are taking seriously the scenario of a $110 billion loss in germany us exports over a 10-year average in the first stage we will 4:02 implement new agreements with east asia to compensate for the decline in us market share in machinery chemicals and high-end automobiles.' he also winked at brussels while the german industry federation bdi increased Trade Shock Ripple Effect on Fed & ECB 4:17 the pressure by sharing the conclusion that every 10% tariff means a 2.8% contraction in german production in rome georgia maloney tried to soften the fried customs wall analogy used by her coalition partner lagger but according to the italian export agency database she acknowledged that if all of trump's tariffs come into effect a market worth $3 billion in luxury food and beverages alone would be at risk melany's economic chief jan carlo georgetti said they were ready for a clash saying 'if the us offers to lift taxes on automobiles we will keep procco and cheese on the table.' the stockholm front appeared calm at first glance but foreign trade minister 5:01 johan forcell emphasized at a morning press conference that sweden's high-tech machinery exports to the us exceed $18 billion so the supply chains of our Germany, France, and Italy React to Export Risks 5:11 companies from ericson to volvo trucks will be directly affected we will fully support the commission's package of countermeasures wall street welcomed the white house's universal tariff plan as a second tax cut but on the same day the federal open market committee fomc minutes included the statement that the external trade shock will push up the inflation target causing the 10-year treasury yield to jump 14 basis points the peterson institute simulation outlines three scenarios based on the likelihood of retaliation if the us sticks to high tariffs plus retaliation the real gdp will take a 1/3 hit in the first quarter because import prices will rise by 10% adding 130 basis points to core cpi the fed will have to revise its policy rate The Airbus Advantage and the Boeing Fallout 6:00 upward by 2550 basis points this will widen the mortgage coupon by 40 basis points and the corporate bond spread by 60 basis points brussels's retaliation list is ready boeing's widebody aircraft corn and soybeans from missouri and ohio california almonds kentucky bourbon tennessee guitars and hollywood digital services in the micro shooting in 2018 the eu targeted precisely these products sending a political signal to republican states with selective taxes now the announcement of total retaliation is enlarging the picture because the eu commission says it is a no holdsb barred list even if it cannot access high-tech and service items that account for 40% of us exports the tax burden it will impose on the agriculture aviation alcohol trio will be enough to shake global supply lines stretching from iowa to tulus the airbus boeing dispute is Green Subsidy Battle: EU Carbon Tariffs on U.S. EVs? 6:56 moving to a new stage airbus predicts that eu penalties will increase the list 7:02 price that boeing charges its european customers by 20 to 25% which will erode its supply schedule boeing shares fell 4.3% in the first hour of trading the trump camp is arguing that international companies will return i will defeat inflation with corporate tax cuts and i will finance growth through tariffs on the other hand the fed's monetary policy space against a high tariff highinflation economy is narrowing because it will have to absorb risky tax cuts in terms of the budget deficit while raising interest rates to curb inflation fomc members have added a scenario in their dot plot for 2025 q3 with a neutral interest rate raised to 3.53.75 washington strategy circles say that the mandatory dollar positive expectation is strengthening however losses from the exchange rate spread in exports could wipe out gains from tariff increases the first signal for integrated supply Global Scenarios: From WTO to Supply Chain Collapse 8:00 chains comes from the automotive sector vw bmw and mercedes are transporting parts to the us market from mixed mexalei alabama lines 28% of the engine and transmission subsystems used by german manufacturers in assembly are sourced from the eu a 10% universal tariff has brought the german supply chain to the point of a cost profit break the ifo institute has published a report stating that if the tariff wall remains in place for months german manufacturing will contract by 2.8% the boomerang effect of trump's plan to break price competition in exports to the eu will turn into price increases for american dealers and a cooling of consumer demand this is a paradoxical cycle that runs counter to the logic of inflation control the hidden agenda of brussels plan is the green subsidy file the eu is preparing the eu industry subsidy act net zero industry act in response to the us inflation reduction act of 2022 if a customs dispute breaks 9:01 out brussels will put on the table the cancellation of import subsidies for green products i.e subjecting american electric vehicles to the eu carbon equivalent tax ali subjecting american electric vehicles to an eu carbon Final Outlook: Will Trade Diplomacy Stop the Spiral? 9:16 equivalent tax this could add a carbon footprint fee of $4,05,000 to the cost of tesla model y sales in the eu the political message trump's tariffs are not just a cure for the trade deficit they will also hit intrablock support barriers in the eu us green industry race there are three scenarios for the us trade representative usrdg trade dialogue to be held in washington at the end of february first the us leaves room for negotiation despite the 10% threshold and grants flexibility to the group of friendly countries second the eu fixes the basic customs rate at 15% and opens a wto panel in 2026 third the flawed everyone loses spiral french 10:02 economy minister bruno lame mer said injecting a systemic shock into global supply chains would raise global inflation by 0.7 to 1% it would force central banks to tighten interest rates and push developing country debt into crisis in the short term the biggest pressure will be seen in the us manufacturing price index according to the chicago fed's tariff price model in sectors where the ratio of imported intermediate goods is above 35% automotive white goods electronics the producer price shock will be 4% in the first 6 months the impact on consumers will be 1 1.3% although trump has proposed a second tax package to rid inflation of the fed's high interest rates low employment squeeze it will be difficult to pass congress as the budget deficit stands at $1.8 trillion wall street cfos are weighing the lesser of two evils a fixed 10% tariff and limited eu retaliation or 11:01 a chain of rhetorical battles if the eu implements its retaliation package us aviation exports will decline by $15 billion boeing's 2024 av booktoill ratio could fall to 0.8 8.5 billion worth of soybeans and corn will be lost in agricultural exports in energy the eu will renegotiate winter contracts as the spot prime for lng contracts will rise paying the price for replacing us gas with russian gas summary table the trump doctrine carries the risk of starting with 10 points and ending with a 40point cold war if the eu's mega retaliation decision becomes final and china and mexico join in 68% of us imports will be subject to retaliatory measures working economic math producer price index plus two points core cpi plus 0.8 points funding rate plus 150 basis points unemployment pleasure 0.4 four points total factor productivity tfp 0.3 points brussels 12:03 final warning diplomacy is still on the table but if the white house does not count the names of the exemption window a multis- sector battle beyond the steel aluminum chapter is inevitable as companies on both sides of the atlantic rewrite their cost schedules the next wave of global inflation is waiting in the wings in the shadow of tariffs what are your thoughts on this matter please share your opinions in the comments section to stay updated on new videos please 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