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LatestPublications

Remembering the 2025 Tariff Wars: What Capital did next

Early investment data suggest trade uncertainty is changing the scale and character of investment into the US, even as project numbers remain broadly stable. Early 2025 already feels like a foreign country: familiar enough to recognise, strange enough to need explaining. For a few months, tariffs were everywhere. Steel. Aluminium.…

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The New Investor Playbook Emerging from SelectUSA 2026

“We didn’t come here to start the conversation.We came here to decide which conversations were real.” That comment, from a European space tech company I spoke with at SelectUSA 2026,…

The Great Sale of 2026 : Inside America’s Buyers’ Market

When we published OCO’s Global Outlook at the start of the year, one of its central observations was that investment had not retreated, but recalibrated. Capital was still moving, but…

Buy Back Better: How Europe Is Re-shaping U.S. Industry by Acquiring It

2025 has been a big year for M&A. In a year when cranes aren’t the only measure of progress, much of the action has been happening on cap tables as well as…

In the News: EACC New York: Key Insights on Transatlantic Trade and the Impact of U.S. Rate Cuts on Foreign Investment

OCO Global’s US Director, Ian Hunter, has been featured on the EACC New York website with his latest Transatlantic Trade Monitor blog. Ian speaks on what the recent US interest…

The Big, BeaEUtiful Trade Deal

US–EU tariff pact rewrites the map for energy, autos and chips. On July 27, 2025, President Donald Trump and European Commission President Ursula von der Leyen stepped out from closed-door…

Trade on Trial: President Trump’s Tariffs Face the Courts – and the Clock

What just happened? On 28 May, the US Court of International Trade (CIT) issued a permanent injunction blocking President Trump’s recently imposed “Liberation Day” tariffs – a 10% across-the-board levy on all imported goods and higher “reciprocal”…

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