Howard Lutnick Drives Rapid Change at the Commerce Department, Reshaping U.S. Trade Policy

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Howard Lutnick Drives Rapid Change at the Commerce Department, Reshaping U.S. Trade Policy

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Howard Lutnick’s first months as Secretary of Commerce have brought rapid change and high-profile activity to the department. Since stepping down from his long-standing role at Cantor Fitzgerald and divesting his shares in Newmark Group—an $127 million transaction finalized this week—Lutnick has focused on executing President Trump’s mandate to revitalize American manufacturing and strengthen the nation’s economic position globally. This transition was closely watched by business observers, given Lutnick’s continued influence at Cantor until very recently and his deep relationships in the world of finance.

A signature moment came with Lutnick’s hands-on involvement with technology supply chains. Earlier this year, as he prepared for his Cabinet role, he met with executives from TSMC, the Taiwanese semiconductor giant, at his Midtown office. Lutnick has since prioritized bringing advanced manufacturing back to U.S. soil. According to a Commerce Department spokesperson, these efforts have already secured billions in investment pledges, highlighted by TSMC’s $165 billion commitment to expand capacity in the United States. TSMC’s consultations with Lutnick’s former firm illustrate the close interplay between public policy and private sector strategies in the current administration.

Lutnick’s advocacy for aggressive trade policy has drawn both praise and controversy. In recent weeks, he has taken a sharply critical tone toward Canada, describing it as a “socialist regime” as tensions flare over tariffs on steel, aluminum, and other goods. He insists that broad tariffs are crucial to revitalizing U.S. industries and counters critics by arguing that businesses and foreign exporters, not American consumers, will bear the costs. Despite these assertions, many economists and lawmakers warn that U.S. households could ultimately face higher prices. Nonetheless, Lutnick’s message remains uncompromising, frequently urging American companies to repatriate manufacturing and asserting that “the rest of the world has been ripping us off for all these many years.”

Trade deal negotiations have also taken center stage. Lutnick recently stated that the Trump administration had secured its first major trade agreement, though he refrained from naming the partner country until its government gave final approval. These comments briefly buoyed U.S. stock markets, as investors looked for signs of progress amid ongoing global trade uncertainty. Lutnick further clarified that while China policy is now managed by Treasury Secretary Scott Bessent, he is focusing on agreements with other major economies.

Internally, Lutnick is reshaping Commerce Department programs to align with his policy priorities. He has directed a revamp of the Tech Hubs program, making national security, project quality, and local benefit guiding principles for future funding decisions. At the upcoming SelectUSA Investment Summit, Lutnick will host leading CEOs, cabinet members, and governors—a reflection of the department's pivot toward fostering innovation and foreign direct investment that aligns with America First economic objectives.

As U.S. trade policy continues to dominate headlines, Lutnick’s assertive approach—marked by sharp rhetoric, behind-the-scenes negotiations, and sweeping program changes—signals a new era for the Commerce Department during his tenure.