Brexit exhaustion led the new PM Boris Johnson to force the issue, but his efforts resulted in a backlash complicating things once again. Part of the collateral damage is that […]
The trade war threatens a zero-sum game of tit-for-tat race to the bottom in which everybody will be worse off. The tariffs have put upward pressure on the dollar which […]
The dollar has fallen surprising fast against the euro, and the end of that doesn’t seem in sight just yet. The timing and speed of the fall is at least […]
Trump’s trade adviser Peter Navarro complains about an unfair competitive advantage for Germany. He has a point, and this has much to do with the internal workings of the eurozone. […]
President Trump has argued that the dollar is too strong, and he does have a point. A strong dollar is bad for US exports and corporate earnings, but there are […]
The market overwhelmingly assumes a continuation of a dollar bull-run. And there are indeed sound reasons for that. However, on closer inspection, the rationale might be less solid than meets […]