Trade War: Entering a New Phase?

8 June 2019 President Trump's recent decision to hike tariffs on an additional $200 billion of Chinese exports escalated the trade war. The US administration has suggested they will consider levies on a further $300 billion of US imports from its Asian partner following the June G20 meeting. It remains unclear if the imposition of [...]

China-US Trade: No Quick Fix!

23 May 2019 President Trump's decision to raise tariffs to 25% on $200 billion of Chinese imports, and his suggestion an additional $300 billion of purchases could soon be subjected to similar levies has brought the trade conflict to a new level. China is certain to retaliate. Understandably , the escalation of the trade war [...]

Japanification: Has Europe Been Infected?

2 May 2019 The sharp decline in equity markets during Q4 2018, reflected the likelihood that global economic activity would decelerate in 2019. Some commentators went even further, coining a new phrase, and posing the question of whether a "Japanification" of the global economy was taking place. That is, even a decade after the Global [...]

Podcast: Kicking the Tires

17 April 2019 This podcast complements the blog of the same name, which can also be found on the website. For those of you too busy to read during the holiday weekend, I thought I would make life easy for you! Good luck! Happy Easter! Comments always are welcome!