Showing posts with label Trump Administration. Show all posts
Showing posts with label Trump Administration. Show all posts
Wednesday, July 31, 2019

31/7/19: Fed rate cut won't move the needle on 'Losing Globally' Trade Wars impacts

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Dear investors, welcome to the Trump Trade Wars, where 'winning bigly' is really about 'losing globally': As the chart...
Friday, June 21, 2019

20/6/19: Say Goodbye to the Trump Bump in Corporate Investment

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Trump's investment boom... is vapour now. And that is despite the fact that tariffs on China, threats of tariffs against Mex...
Wednesday, June 19, 2019

18/6/19: Obama v Trump: Jobs Creation

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Who had the more impressive numbers in terms of jobs creation: President Obama or President Trump? This question is non-trivial. For a num...
Monday, June 3, 2019

3/6/19: What Customs and Border Protection Data Says About Illegal Migration and Crime

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The Customs and Border Protection, a U.S. agency responsible for border protection, publishes handy stats on its enforcement actions "...
Tuesday, May 14, 2019

14/5/19: Agent Trumpovich Fails to Deliver... Again...

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In the months following China's retaliatory introduction of tariffs on U.S. soybean exports, both traditional and social media were ab...
Sunday, September 9, 2018

9/9/18: Dershowitz's New Doctrine in Law

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Another tweet, different topic: my brief musings on the Harvard Law's Alan Dershowitz's recent invention of new doctrine in law: ...
Saturday, June 9, 2018

9/6/18: Misinformed and wrong: President Trump's trade policy stance on the EU

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I just posted on @twitter a short thread concerning the U.S.-EU trade and payments balances from 2003 through 2017 and a trend-based forec...
Thursday, May 17, 2018

17/5/18: U.S. Labour Markets and the Trump Administration Record

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The Global Macro Monitor have published an exhaustive study of the U.S. labour market trends over the first 15-16 months of the President...
Monday, March 19, 2018

19/3/18: Trump Trade Challenge: An Opportunity for Ireland?

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My article on the potential implications of the U.S. trade tariffs on Ireland's economy was published by the Sunday Business Post  yes...
Monday, March 5, 2018

5/3/18: Rational Valuations Meet a Parody Cowboy

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There is one word that explains the latest Bloomberg musings on the markets pricing in the impact of Trump's aluminium & steel tar...
Tuesday, September 12, 2017

12/9/17: Partisan Gap in Consumers' Perception of the U.S. Economy Explodes

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A quick post, H/T @profsufi. Here is a chart from the U of Michigan consumer survey showing an explosion in partisan gap between Democrats...
Friday, June 16, 2017

16/6/17: Trumpery & Knavery: New Paper on Washington's Geopolitical Rebalancing

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Not normally my cup of tea, but Valdai Club  work is worth following for all Russia watchers, regardless of whether you agree or disagree ...