Data and Code for: The US-China Trade War and Global Reallocations
Principal Investigator(s): View help for Principal Investigator(s) Pablo Fajgelbaum, UCLA and NBER; Pinelopi Goldberg, Yale and NBER; Patrick Kennedy, Berkeley; Amit Khandelwal, Yale and NBER; Daria Taglioni, World Bank
Version: View help for Version V1
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Project Description
Summary:
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The US-China trade war created net export opportunities rather than simply shifting trade across destinations. Many “bystander” countries grew their exports of taxed products into the rest of the world (excluding US and China). Country-specific components of tariff elasticities, rather than specialization patterns, drove large cross-country variation in export growth of tariff-exposed products. The elasticities of exports to US-China tariffs identify whether a country’s exports complement or substitute US or China and its supply curve’s slope. Countries that operate along downward-sloping supplies whose exports substitute (complement) US and China are among the larger (smaller) beneficiaries of the trade war.
Scope of Project
JEL Classification:
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F10 Trade: General
F14 Empirical Studies of Trade
F10 Trade: General
F14 Empirical Studies of Trade
Geographic Coverage:
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Global
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