Politics

People are now talking about a trade war. But How will Trump implement his tariff plan? Who will the targets be? How will they respond? What will the economic and political ramifications be? We simply don't know. There will be great…

Political risk in Europe is centered on outcomes in Germany and Italy. First, the SPD could decide not to participate in another coalition with Merkel. And second, the 5-Star Movement won a plurality of the votes.

Fear political populism and the loss of democracy but embrace economic populism as necessary.

The short-term solution reached last month to extend the US federal government's funding expires on Thursday.

With Donald Trump set to give his State of the Union address, Democrats and Independents have gone from positive in 2017 to negative in 2018, while Republicans have gone in the other direction.

Italy's election has the potential for some surprises. The Five Star Movement, which is polling first in surveys, has pledged a referendum on the euro if Brussels does not change its fiscal rules. Berlusoni's Forza Italia and Salvini's…

My first words out of the gate this year at Credit Writedowns were that “given the economic data, I am starting 2018 in a surprisingly downbeat mood.” And I went on to say I don’t know why, but that I would tell you why when I figured it…

There has been much debate on the determinants of the vote for Brexit. This column uses newly released data from the Understanding Society study to examine the characteristics of individuals who were for and against Brexit. Unhappiness…

This is a thought piece. And so it’s going to be relatively) brief since I haven’t fleshed out all of my ideas here. But I want to run something by you based on a piece Matt Klein wrote over at FT Alphaville on macro policy. Let me point to…

For years now within Germany’s policy circles, there have been many who have pushed for an ‘expulsion’ or ‘voluntary exit’ mechanism for the Eurozone. I am now hearing this position advocated by FDP head Christian Lindner, a potential…