23 hours ago5 min readTariffs: The end-gameIt is unlikely President Trump knows where he wants the US tariff regime to end up. Nor can I suggest a logical ending place because the...
Apr 35 min readTariffs threaten recessionIron Maiden has an instrumental song called ‘Losfer Words’. The title probably captures what most professional economists think of the...
Mar 98 min readTrump's policies - slowdown first, then overheating riskAs Trump’s policy choices emerge we can start to make more sense of the consequences. The short-term effect – an economic slowdown –...
Nov 15, 20243 min readTrump policies - Beware the DIP!The US stock market has cheered Trump’s election, especially small and mid-cap stocks. But if he fully implements his policies the...