Exchange rate offset to US trade policy: The pricing response of Chinese exporters

C-Tier
Journal: Economics Letters
Year: 2025
Volume: 256
Issue: C

Authors (2)

Khalil, Makram (Deutsche Bundesbank) Strobel, Felix (not in RePEc)

Score contribution per author:

0.503 = (α=2.01 / 2 authors) × 0.5x C-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

The US trade conflict with China in 2018 and 2019 was accompanied by a marked appreciation of the US dollar. We provide evidence that Chinese exporters notably lower their prices in response to a USD appreciation. Our results thus suggest that the effect of the 2018–19 US tariff hikes on US (post-tariff) import prices was largely offset by a price reduction by Chinese exporters. This holds particularly for prices of intermediate goods, which make up a large share of Chinese exports to the US. To the extent that US trade policy was itself the driver of the USD appreciation, it induced significant offsetting effect.

Technical Details

RePEc Handle
repec:eee:ecolet:v:256:y:2025:i:c:s0165176525004331
Journal Field
General
Author Count
2
Added to Database
2026-01-25