Understanding the USA

Desmond Lachman thinks the US Treasury Secretary is underestimating the risk of financial meltdown

Desmond Lachman thinks the US Treasury Secretary is underestimating the risk of financial meltdown

Mohamed El-Erian thinks the Trump administration's latest attack is a line in the sand for the US central bank's independence

Mohamed El-Erian thinks the Trump administration's latest attack is a line in the sand for the US central bank's independence

Mohamed El-Erian thinks that last year's economic tailwinds will give way to more challenging conditions as the AI narrative fades

Mohamed El-Erian thinks that last year's economic tailwinds will give way to more challenging conditions as the AI narrative fades

Desmond Lachman identifies the main risks that could drag down the US president's favourite economic indicator

Desmond Lachman identifies the main risks that could drag down the US president's favourite economic indicator

Stephen Roach thinks effective diplomacy will be impossible so long as the current US president is in office

Stephen Roach thinks effective diplomacy will be impossible so long as the current US president is in office

Chris Trotter puts the Trump Venezuelan adventure into historical perspective, finding unsettling parallels to the throwback populism and stark racism of the early 20th century

Chris Trotter puts the Trump Venezuelan adventure into historical perspective, finding unsettling parallels to the throwback populism and stark racism of the early 20th century

Nouriel Roubini warns that Europe faces a future of relative economic backwardness as global competition intensifies

Nouriel Roubini warns that Europe faces a future of relative economic backwardness as global competition intensifies

Arvind Subramanian explains how both the United States and China are making life harder for developing countries

Arvind Subramanian explains how both the United States and China are making life harder for developing countries

Kenneth Rogoff highlights the risks created by policy uncertainty, geopolitical instability, and weak fundamentals

Kenneth Rogoff highlights the risks created by policy uncertainty, geopolitical instability, and weak fundamentals

Mohamed El-Erian argues that the US economy is locked in a tense tug-of-war between three distinct futures

Mohamed El-Erian argues that the US economy is locked in a tense tug-of-war between three distinct futures

Nouriel Roubini sees a short, shallow downturn followed by a strong recovery and lower inflation as the most likely scenario for the US economy

Nouriel Roubini sees a short, shallow downturn followed by a strong recovery and lower inflation as the most likely scenario for the US economy

Pinelopi Koujianou Goldberg considers why aggregate figures have defied most economists' predictions for the US economy since the beginning of 2025

Pinelopi Koujianou Goldberg considers why aggregate figures have defied most economists' predictions for the US economy since the beginning of 2025

Desmond Lachman sees a disaster brewing as US Republicans turn their back on the economic principles they long championed

Desmond Lachman sees a disaster brewing as US Republicans turn their back on the economic principles they long championed

Stephen Roach compares the Trump Administration's haphazard industrial policy to the Chinese government's five-year plans

Stephen Roach compares the Trump Administration's haphazard industrial policy to the Chinese government's five-year plans

Shang-Jin Wei explains how India can turn recent setbacks into opportunities and extend its growth miracle

Shang-Jin Wei explains how India can turn recent setbacks into opportunities and extend its growth miracle