trade

Links on journalism, trade policy, subprime auto, Amazon, the Fed and much more

Links on trade, Eastern European democracy, when cops become robbers, the coming hurricane season and much more

China's debt build-up has provoked increasing concern amongst Beijing’s policy makers. The resultant excess capacity exports deflation to the rest of the world. This creates pressures for China’s competitors which could engender a tougher…

Links on trade, Trump, the UK economy, ECB trightening and much more

There are growing signs that a trade war is possible, and that the multilateral trading system may not be able to prevent it. This column asks what would happen with tariffs around the world if countries were to move from cooperative tariff…

Links on Facebook, trade, wages and more.

The upward momentum for US stocks has broken. The S&P 500 closed below it's 200-day moving average for the first time since March 2016. Chief among the factors causing alarm was China's decision to retaliate against US tariffs. More…

Many consider the US and South Korea agreement the first success of President Trump's trade strategy. We are less sanguine. We do expect other countries to make concessions to the US grudgingly. But we are concerned the US will be…

While the pundits are talking trade wars, Chinese officials are taking the latest US provocations in stride. China's emergence on the world stage was always going to be disruptive. China is not defenseless in a trade war, but many…

Right before the inauguration, US President Trump tried to use Taiwan for negotiating leverage against China. This proved a non-starter. Trump is now unchained from moderating influences. So, the 'Taiwan Card' is back on the table.…