The Chaos Abroad
US policies to boost domestic growth are not compatible with the trade policies the US pursues abroad. The pro growth policies at home create rising US interest rates and yields, […]
The U.S. Against The Rest
The US is retreating from trade agreements and imposing economic sanctions on many fronts. In and by itself, the effects in the US are local, but the economy is likely […]
Why The Stock Market Hasn’t Buckled Under The Trade Tensions
After some wobbles when trade tensions hit the headlines, the markets seem to have regained their footing. For some, this seems odd, given the all to real potential for a […]
Can China Withstand A Trade War?
Trade tensions are escalating between the US and China, and Trump argues that the US can’t lose. The Chinese economy is vulnerable at the moment, plagued by large debts which […]
The Chinese Strikeback
The US President thinks the US can easily win a trade war with China as they export much more to the US than vice versa. While that is true, retaliatory […]
Trade Tensions No Big Deal?
According to some, the trade tensions are a sideshow and the implication is that they can be safely ignored by investors, at least for now. The real crisis is in […]
Countries Are Not Companies
The US has some legitimate concerns about some trading partners, but the way it’s going about trade negotiations is deeply flawed. Large parts of the US trade team seems blissfully […]
A Virtual Trade War?
Some argue that the president isn’t really intent on starting a trade war, plays ‘madman’ as a negotiating ploy and would be willing to settle for a symbolic victory. Investors […]
The U.S. Scores An Own Goal
Stock markets around the world took it on the chin after news emerged of US proposed tariffs on steel and aluminium. Such tariffs would not be a good measure for […]
Some Basic Economics 101 For Trump’s Trade Team
America is threatening to turn its back on free trade. This risks retaliation from trade partners and even the undermining of the global economic order. These are considerable risks for […]