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Friday Fact: US-China Trade Data Measures the Damage
The fact that US trade with China has declined shouldn’t be a surprise. But how bad is the damage? The[…]
Inching Toward a Deal: What’s Next in the US-China Trade Negotiations
The US and China surprised me with their announcement of a small, “phase one” trade deal last week. Here’s a[…]
Border Tax: Should We Anticipate a Backdoor Gasoline Tax?
How might the new administration make good on its promise of a lower corporate tax rate? The House has proposed[…]
Are China’s Pork Pains Inflated?
Pork prices in China are up 70% year over year. But they may be distracting from a more concerning story[…]
US Midterm Elections: The Base Case Scenario and Its Implications
The national midterm elections are tomorrow. As of this morning, Nate Silver’s FiveThirtyEight website is giving the Democrats an 85.6%[…]
Dutch Election Results: What Do They Mean for France?
Global markets breathed a collective sigh of relief last week when it became clear that Geert Wilders’ anti-European Party for[…]
Italian Elections: The Political Climate Heats Up
Markets breathed a sigh of relief as centrist Emmanuel Macron won the French presidency on Sunday, May 7. Despite the[…]
A Trump White House: Potential Impact on US Banks
Donald Trump’s presidential victory may have a mildly positive impact on US banks.
A Trump White House: Potential Impact on the Biopharmaceutical Industry
During the campaign, President-elect Trump talked about several key issues that would impact the biopharmaceutical sector, including drug importation, tax[…]
A Trump White House: Potential Impact on the Auto Industry
The heavy dose of uncertainty that’s been inflicted on this capital-intensive industry by the Trump victory could have a negative[…]
A Trump White House: Potential Impact on Commodities
How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global[…]
A Trump White House: Potential Market Impacts of the US Election
Donald Trump's presidential upset has stunned financial markets, which had heavily discounted a Clinton victory. What might Trump's policy proposals[…]
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