Trade-offs of Higher U.S. Tariffs: GDP, Revenues, and the Trade Deficit, Accessible Data

Figure 1: Economic Effects under Scenarios 1 and 2

(a) Effects on GDP
Percent

Country Scenario 1: U.S. raises 60 ppt. tariff on China Scenario 2: U.S. raises 60 ppt. tariff on China and 10 ppt. on other trading partners
Global -0.58 -0.794
U.S. -2.82 -2.3
China -2.16 -2.41
Mexico 3.12 0.29
Canada 0.23 -0.23
Asia ex. China 0.8175 0.55250001
Europe 0.22687501 0.14937501
South America 0.40666667 0.06333333
Rest of World 0.375 0.12

(b) Effects on GDP inclusive of Tariff Revenues
Percent

Country Scenario 1: U.S. raises 60 ppt. tariff on China Scenario 2: U.S. raises 60 ppt. tariff on China and 10 ppt. on other trading partners
Global -0.573 -1.013
U.S. -2.66 -3.62
China -2.14 -2.39
Mexico 2.83 0.04
Canada 0.16 -0.31
Asia ex. China 0.77499998 0.51999998
Europe 0.20125 0.13312501
South America 0.40333334 0.06666667
Rest of World 0.36750001 0.1125

Notes: Figure 1 shows the economic effects of the U.S. trade policy scenarios 1 and 2 described in Table 1. Panel (a) present the effects on GDP. Panel (b) presents the effects on GDP, defined as inclusive of tariff revenues. The key identifies bars in order from left to right.

Source: Author’s calculations.

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Figure 2: U.S. Economic Effects under Scenarios 1 - 3

Percent

Country Scenario 1: U.S. raises 60 ppt. tariff on China Scenario 2: U.S. raises 60 ppt. tariff on China and 10 ppt. on other trading partners Scenario 3: U.S. raises 60 ppt. tariff on China and 10 ppt. on other trading partners and U.S. trade deficit decreases 25%
U.S. -2.82 -2.3 -2.87

Notes: Figure 2 shows the U.S. GDP effects, inclusive of tariff revenues, for the U.S. trade policy scenarios 1, 2, and 3 as described in Table 1. The key identifies bars in order from left to right.

Source: Author’s calculations.

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Figure 3: U.S. Economic Effects under different U.S. Trade Deficit Assumptions

Percent

Country Change in the U.S. Trade Deficit Effects on GDP inclusive of Tariff Revenues Tariff Revenues (Share of U.S. GDP)
U.S. Unchanged (Scenario 2) -2.30 1.32
U.S. Narrows 5% -2.42 1.20
U.S. Narrows 15% -2.65 0.97
U.S. Narrows 25% (Scenario 3) -2.87 0.75
U.S. Narrows 50% -3.43 0.19

Notes: The green bars in Figure 3 represent U.S. tariff revenues as a share of U.S. GDP under the broad-based tariff scenario, with varying assumptions about the U.S. trade deficit. If the U.S. trade deficit remains unchanged, it corresponds to scenario 2 in Table 1. If the U.S. trade deficit decreases by 25 percent, it corresponds to scenario 3 in Table 1. The gray bars in Figure 3 show the corresponding U.S. GDP effects, inclusive of tariff revenues. The key identifies bars in order from top to bottom.

Source: Author’s calculations.

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Last Update: July 07, 2025