Visuals: Tariff Escalations & Trade Shifts (2025)
A compact dashboard of the five visuals you specified — ready to drop into a page or present.
1) Timeline — Tariff Escalations in 2025
Horizontal timeline with annotations for markets and statements.
Apr 2
Universal 10% baseline tariff announced
📉 S&P dips
May–Jul
Targeted hikes on steel, autos, electronics (25–35%)
⚠️ Supply chain stress
🔁 Repricing & hedging
Aug 27
50% tariffs on India tied to Russian oil purchases
💱 INR volatility
🗣️ BRICS summit statements
✊ Protests
Icons: tariffs ⬆, currencies 💱, protests ✊. Use arrows to annotate market direction.
2) Trade Flows — BRICS vs. U.S./EU (Sankey)
Compare 2023 baseline vs. 2025 YTD after tariff shocks. Teal = BRICS flows; Gray/Blue = U.S./EU.
Annotations: shifts in invoicing (e.g., RMB), alternative routes, thinner ribbons = shrinking corridors.
3) Reserve Shares (2015–2024)
IMF COFER (illustrative): USD ↓ from ~65% → ~58%; Euro ~20%; RMB ↑ from ~1% → ~3%.
Milestones: COVID-19 (2020), Russia sanctions (2022), BRICS expansion (2023). “Small but steady shifts.”
4) WTO Outlook — Merchandise Trade Growth
April 2025 vs. August 2025 revisions; 2026 flat/slight recovery.
Red arrows denote downgrades; green arrows denote upgrades. Values are placeholders — replace with official WTO figures if needed.
5) Tariff Sensitivity by Industry — Sector Heat Map
Rows = sectors; Columns = U.S. demand exposure, BRICS alternative markets, overall risk level.
| Sector | U.S. Demand Exposure | BRICS Alternative Markets | Overall Risk Level |
|---|---|---|---|
| 🖥️ Electronics | High | Medium | High |
| 🚗 Autos | High | Medium | High |
| 👕 Apparel | Medium | Medium | Medium |
| 🏗️ Metals | Medium | Low/Opportunity | Low |
| ⚡ Energy | Medium | Low/Opportunity | Low |
High Risk
Medium Risk
Low Risk / Opportunity
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