Understanding the USA

Maurice Obstfeld warns that fragmenting capital markets are putting the greenback's global primacy at risk

Maurice Obstfeld warns that fragmenting capital markets are putting the greenback's global primacy at risk

Stephen Roach thinks Trump's tariffs and attacks on the Fed will make it difficult for the world to sidestep recession

Stephen Roach thinks Trump's tariffs and attacks on the Fed will make it difficult for the world to sidestep recession

Rabobank has a quick rundown on how the new sudden US tariffs will affect agri-exports, not only to the US, but also to our wider international trading partners

Rabobank has a quick rundown on how the new sudden US tariffs will affect agri-exports, not only to the US, but also to our wider international trading partners

The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system

The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system

Stephen Roach likens Donald Trump's reversal of America's global leadership role to a full-blown crisis, similar to Covid-19

Stephen Roach likens Donald Trump's reversal of America's global leadership role to a full-blown crisis, similar to Covid-19

Viewing from Beijing, David Mahon says China will benefit from the realignment of the US’ trading partners and adversaries, but China’s rise and stability can only be ensured by deepening its domestic economic reforms

Viewing from Beijing, David Mahon says China will benefit from the realignment of the US’ trading partners and adversaries, but China’s rise and stability can only be ensured by deepening its domestic economic reforms

Stephen Roach shows how the US president's policies could create the very problems he falsely claims to be confronting

Stephen Roach shows how the US president's policies could create the very problems he falsely claims to be confronting

Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics

Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics

Angela Huyue Zhang says DeepSeek's disruption of the AI industry is about market, not great-power, competition

Angela Huyue Zhang says DeepSeek's disruption of the AI industry is about market, not great-power, competition

Stephen Roach points out that the new US 'External Revenue Service' would target their domestic importers, not foreign producers

Stephen Roach points out that the new US 'External Revenue Service' would target their domestic importers, not foreign producers

Angela Huyue Zhang thinks the US government's ban on the TikTok app has left it in an untenable position

Angela Huyue Zhang thinks the US government's ban on the TikTok app has left it in an untenable position

Nouriel Roubini considers what the US president-elect's promised policy agenda will mean for growth, and inflation

Nouriel Roubini considers what the US president-elect's promised policy agenda will mean for growth, and inflation

David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect

David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect

Stephen Roach warns of misguided optimism about the state of China's economy and Donald Trump's tariff agenda

Stephen Roach warns of misguided optimism about the state of China's economy and Donald Trump's tariff agenda

Rabobank report says Trump’s second term set to create complex landscape for global food and agri trade

Rabobank report says Trump’s second term set to create complex landscape for global food and agri trade