Economic historian @independentinst. Opinions = my own. Co-author of the most comprehensive study ever done on the question of "what is neoliberalism?"
As I have pointed out since early 2025, the White House does not have a tariff agenda: it has about 5 or 6 tariff agendas that sometimes coalesce and sometimes undermine each other.
The main common thread is that Trump likes tariffs and will say yes to anything with that word.