Tariffs, Trade Shifts, and Business Uncertainty
- Schulz Trade Law
- Sep 28
- 2 min read
Tariffs, Trade Shifts, and Business Uncertainty:
Michelle Schulz on SiriusXM POTUS Politics
Schulz Trade Law founder Michelle Schulz breaks down how U.S. tariffs are reshaping global trade, what “handshake deals” really mean, and why businesses are struggling with enforcement and volatility.
China’s Global Pivot Amid U.S. Tariffs
Michelle Schulz explained that while the U.S. is imposing steep tariffs on Chinese imports, China has adapted by redirecting its exports to other markets. Instead of losing ground, China has strengthened ties with developing economies and the BRICS nations.
“China has been just shifting its exports mainly to other parts of developing Asia, but all around the world, heavily to Latin America… essentially headed to a $1.2 trillion trade surplus, higher than last year’s.”Michelle Schulz on SiriusXM POT…
“We’re kind of cutting off China, but we’re seeing China just go make other friends… this is what I’ve seen over the past 20 years, where the U.S. tries to impact China, and China just jumps and works around us.”Michelle Schulz on SiriusXM POT…
The Reality of Trump’s “Deals”
President Trump and administration officials have touted new deals with foreign partners, but Schulz cautioned that these are not the same as formal trade agreements. Unlike the detailed negotiations behind agreements like USMCA, many of these current arrangements are vague and lack enforceable details.
“These deals are much less formal. Sometimes they come in the form of only a letter, and they’re not detailed… not dense documents that address rules of origin or labor laws. They’re mainly basic agreements that haven’t been fleshed out yet.”Michelle Schulz on SiriusXM POT…
The Confusion and Cost for U.S. Businesses
For U.S. companies, the ever-changing tariff environment has created a storm of uncertainty. Businesses face confusion, price hikes, and growing risks of penalties from enforcement agencies.
“Businesses operating in the U.S. are… confused by the volatility and constant changes. Every time policy shifts, the U.S. businesses have to shift.”Michelle Schulz on SiriusXM POT…
“Some companies don’t know what to do, and they’re working on marking up their prices to fill the gap. In some cases, tariffs can be higher than 100%.”Michelle Schulz on SiriusXM POT…
“U.S. Customs and Border Protection is heavy on enforcement… penalties can be as high as two or three times the duties that are owed. In some cases, you end up owing more than the goods were even worth.”
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