Sam Lowe
@samuelmarclowe.bsky.social
20K followers 1K following 2.4K posts
Trade policy. Partner @ Flint Global. Senior visiting research fellow @ Kings College London. I have a Substack: https://mostfavourednation.substack.com
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samuelmarclowe.bsky.social
In my latest for @alphaville.ft.com I discuss why the new Trump tariff measures are a recipe for … crime!

(Yes, I’m writing about rules of origin again.)

on.ft.com/44cO71p Trump’s new rules (of origin)
Trump’s new rules (of origin)
It ain’t where you’re at, it’s where you’re from
on.ft.com
samuelmarclowe.bsky.social
More in this exchange: bsky.app/profile/samu...
samuelmarclowe.bsky.social
I should caveat all this by saying I’m operating mainly on vibes (as you know, not a real economist etc) — just knowing what I do about firm behaviour/trade/tariff incidence I can’t buy into the headline “these tariffs will result in a GINORMOUS hit to GDP and rampant inflation” because … nah
samuelmarclowe.bsky.social
This is a good post about why I [me, not an economist] was right when I wrote this over a year ago.

open.substack.com/pub/mostfavo...
Reposted by Sam Lowe
columnist.bsky.social
This is great.
samuelmarclowe.bsky.social
This week’s edition of Most Favoured Nation discusses steel clubs, the limits of the special relationship, and some other things …

But is mainly an excuse to share some photos.

open.substack.com/pub/mostfavo...
Blue Steel
I refuse to join any club that would have me as a member
open.substack.com
Reposted by Sam Lowe
samuelmarclowe.bsky.social
This week’s edition of Most Favoured Nation discusses steel clubs, the limits of the special relationship, and some other things …

But is mainly an excuse to share some photos.

open.substack.com/pub/mostfavo...
Blue Steel
I refuse to join any club that would have me as a member
open.substack.com
samuelmarclowe.bsky.social
I think it’s probably unlikely … alas
samuelmarclowe.bsky.social
This is great! And I can confirm it was still rather warm earlier this week too
samuelmarclowe.bsky.social
My entire career
conradhackett.bsky.social
Has anything great happened in your life because of social media?
samuelmarclowe.bsky.social
Saw quite a few nation guard trios walking around looking at a slight loss
samuelmarclowe.bsky.social
De facto already have it in the G7 (minus Japan and UK) with tariffs on Chinese EVs when you think about it …
samuelmarclowe.bsky.social
I think there’s a version of this where the UK gets bounced into joining in, which will be interesting …
samuelmarclowe.bsky.social
Taking advantage of the toddler being asleep
samuelmarclowe.bsky.social
This week’s edition of Most Favoured Nation discusses steel clubs, the limits of the special relationship, and some other things …

But is mainly an excuse to share some photos.

open.substack.com/pub/mostfavo...
Blue Steel
I refuse to join any club that would have me as a member
open.substack.com
samuelmarclowe.bsky.social
Giving them some rules of origin ideas
samuelmarclowe.bsky.social
People just gotta give it a try
samuelmarclowe.bsky.social
… skimming the first few … it’s not a very good debunking.

For example, the debunking in this instance doesn’t address the statement (UK now keeps 100% of its customs revenue), which is true