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May 73 min read
Apr 255 min read
Tariffs: The end-game
It 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 233 min read
Apr 72 min read
Apr 35 min read
Tariffs threaten recession
Iron Maiden has an instrumental song called ‘Losfer Words’. The title probably captures what most professional economists think of the...
Mar 212 min read
Mar 174 min read
Mar 98 min read
Trump's policies - slowdown first, then overheating risk
As Trump’s policy choices emerge we can start to make more sense of the consequences. The short-term effect – an economic slowdown –...
Mar 43 min read
Feb 252 min read
Feb 113 min read
Jan 293 min read
Jan 172 min read
Nov 19, 20243 min read
Nov 15, 20243 min read
Trump 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...
Nov 11, 20242 min read
Nov 1, 20243 min read
Oct 23, 20244 min read
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