A very relevant column on the new stages of the trade war
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…
Philippe Waechter's blog
What to expect next week ? August 19 to August 25, 2019.
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.…
Macro 2 pager – Short term dynamics
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
US-Chinese tension makes for a fascinating time in history
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…
The Fed will stay on the path to higher rates in 2019 – My Monday column
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…
Is a currency war a credible Chinese retaliation measure?
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/
Trade War Erupts On No. 1 U.S. Farm Export to China
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…
Microeconomic impact of the White House’s trade measures
Nails, lobsters, peanut butter or bourbon all these products are suffering from the trade measures taken by the White House. The disruptions they imply are just anecdotal now but this…