trade war
Eric Crampton and Craig Renney give their takes on the Budget
Stephen Roach argues that further pressure on the US net savings rate will force a rapid and sharp devaluation of the American currency
24th Jun 20, 8:50am
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Stephen Roach argues that further pressure on the US net savings rate will force a rapid and sharp devaluation of the American currency
Stephen Roach and Weijan Shan say that the Trump Administration's smoking gun in its case against China's COVID-19 response fires blanks
20th May 20, 7:00am
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Stephen Roach and Weijan Shan say that the Trump Administration's smoking gun in its case against China's COVID-19 response fires blanks
Stephen Roach shows why both sides stand to lose from their failure to comprehend the stakes of a breakup
28th Apr 20, 11:22am
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Stephen Roach shows why both sides stand to lose from their failure to comprehend the stakes of a breakup
Patrick Watson of Mauldin Economics warns if you think you have already seen a trade war, you ain't seen nothing yet
7th Apr 20, 12:40pm
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Patrick Watson of Mauldin Economics warns if you think you have already seen a trade war, you ain't seen nothing yet
Stephen Roach thinks citing the policy response to the 2008 meltdown as precedent for today is a dangerous mistake
22nd Mar 20, 8:38am
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Stephen Roach thinks citing the policy response to the 2008 meltdown as precedent for today is a dangerous mistake
Stephen Roach suspects that the Covid-19 epidemic could be the shock that drives a wobbly global economy into recession
25th Feb 20, 9:45am
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Stephen Roach suspects that the Covid-19 epidemic could be the shock that drives a wobbly global economy into recession
Nouriel Roubini thinks mounting geopolitical and environmental risk are clearly visible to anyone who is willing to look
19th Feb 20, 9:27am
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Nouriel Roubini thinks mounting geopolitical and environmental risk are clearly visible to anyone who is willing to look
Stephen Roach points out the world economy came dangerously close to recession in 2019 - and its not out of the woods
28th Jan 20, 9:56am
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Stephen Roach points out the world economy came dangerously close to recession in 2019 - and its not out of the woods
Patrick Watson of Mauldin Economics details seven reasons to hold the applause for the 'Phase 1' US-China trade deal
23rd Jan 20, 1:47pm
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Patrick Watson of Mauldin Economics details seven reasons to hold the applause for the 'Phase 1' US-China trade deal
Stephen Roach argues that growing economic, financial, and monetary policy risks warrant concern about a major shock
27th Dec 19, 9:29am
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Stephen Roach argues that growing economic, financial, and monetary policy risks warrant concern about a major shock
Stephen Roach says trade truce or not, a protracted Cold War-like conflict between the United States and China has already begun. That should worry the US, which, unlike China, is devoid of a long-term strategic framework
26th Nov 19, 9:57am
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Stephen Roach says trade truce or not, a protracted Cold War-like conflict between the United States and China has already begun. That should worry the US, which, unlike China, is devoid of a long-term strategic framework
John Mauldin sees an ugly conflict coming soon to the US as their official debt levels become unsustainable and they face a "Great Reset". Will a better wealth and policy balance rise from the impending shambles?
23rd Nov 19, 9:03am
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John Mauldin sees an ugly conflict coming soon to the US as their official debt levels become unsustainable and they face a "Great Reset". Will a better wealth and policy balance rise from the impending shambles?
US Fed cuts interest rates but hints they may now be unchanged for some time, Trump demand of China threatens trade war deal, Chile cancels APEC and UN climate change conference due to riots
31st Oct 19, 7:43am
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US Fed cuts interest rates but hints they may now be unchanged for some time, Trump demand of China threatens trade war deal, Chile cancels APEC and UN climate change conference due to riots
BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
18th Sep 19, 5:00am
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BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
Rodney Dickens crunches the numbers around the sharp drop in our factory PMI to see if it is signaling an imminent fall off in economic growth
3rd Sep 19, 10:00am
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Rodney Dickens crunches the numbers around the sharp drop in our factory PMI to see if it is signaling an imminent fall off in economic growth
S&P global chief economist Paul Gruenwald says major economies are still performing okay despite the US-China trade war fuelling anxiety
27th Aug 19, 4:56pm
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S&P global chief economist Paul Gruenwald says major economies are still performing okay despite the US-China trade war fuelling anxiety
John Mauldin says the Trump administration is right to get tough with China but bemoans how they are doing it. If you’re going to fight a trade war then don’t point the gun at yourself, he argues
26th Aug 19, 12:01pm
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John Mauldin says the Trump administration is right to get tough with China but bemoans how they are doing it. If you’re going to fight a trade war then don’t point the gun at yourself, he argues
ANZ Head of Foreign Exchange Research Daniel Been on how the way currency markets are analysed is changing and why the US dollar continues to have appeal
17th Aug 19, 9:16am
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ANZ Head of Foreign Exchange Research Daniel Been on how the way currency markets are analysed is changing and why the US dollar continues to have appeal
Under Prime Minister Hun Sen, Cambodia has become a haven for companies eager to circumvent the trade war. This does not bode well for America’s ability to enforce its tariffs against China – or for Cambodia’s future
4th Jul 19, 1:06pm
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Under Prime Minister Hun Sen, Cambodia has become a haven for companies eager to circumvent the trade war. This does not bode well for America’s ability to enforce its tariffs against China – or for Cambodia’s future
Patrick Watson argues the US is overdue a recession and President Trump's trade war could make a recession happen sooner, last longer, and cause more pain than it otherwise would
5th Jun 19, 11:56am
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Patrick Watson argues the US is overdue a recession and President Trump's trade war could make a recession happen sooner, last longer, and cause more pain than it otherwise would
Raymond Yeung, ANZ’s chief economist for greater China, says the US-China trade war is more complicated than it initially seemed, with China's growing role as a technology powerhouse a key factor
31st May 19, 10:05am
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Raymond Yeung, ANZ’s chief economist for greater China, says the US-China trade war is more complicated than it initially seemed, with China's growing role as a technology powerhouse a key factor
Patrick Watson argues the US-China trade war is evolving, not ending and suggests anyone who bets otherwise will probably regret it
4th Apr 19, 9:43am
Patrick Watson argues the US-China trade war is evolving, not ending and suggests anyone who bets otherwise will probably regret it
Patrick Watson of Mauldin Economics says the assumption that the US has the military upper hand on China is just that - an assumption - and no one really knows if it is true, though some of the signs aren’t good
16th Feb 19, 9:16am
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Patrick Watson of Mauldin Economics says the assumption that the US has the military upper hand on China is just that - an assumption - and no one really knows if it is true, though some of the signs aren’t good
Patrick Watson of Mauldin Economics details an off-ramp from the trade war, hoping President Trump takes it for the benefit of the US economy
9th Feb 19, 9:46am
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Patrick Watson of Mauldin Economics details an off-ramp from the trade war, hoping President Trump takes it for the benefit of the US economy