Baltic Dry Index and Trade War, Coronavirus, US Employment, Business Surveys and German Orders – Coming this week (Feb3-Feb9) – Brexit, US GDP and US Euro Area – What to…
This column, “The Case Is Only Growing for an Economic Forever War”, by Shawn Donnan, was posted on the Bloomberg website. President Donald Trump’s trade war with China has become…
Highlights > Discussions on trade war between China and the US have been the main trigger for financial markets last week. It will continue as China is ready for retaliation.…
The document contains in two pages the main articulations of global macro dynamics as I see them.The document is available here Macro-2Pagers-Scenario-June 4 2019
Donald Trump’s tweets on May 5 fueled tension between China and the US, dramatically triggering renewed speculation on the conditions of any fresh trade deal. China retaliated to fresh US…
This post is available in pdf format Federal Reserve – My monday Column The Federal Reserve meets on September 25 and 26, and a 25bps hike to the fed funds…
What could happen if China transforms the trade war into a currency war? An excellent article you have to read on Quartz qz.com/1329777/the-us-china-trade-war-could-turn-into-a-currency-war-next/amp/
The Chinese’s retaliation measures have a strong impact on soybean. The US price of soybean has dropped dramatically while at the same time its price in Brazil is surging. Brazil…
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