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US - China Trade War - Re-Assessment of Damage and Possible Spillovers.
Re-Assessment of Tariff Damage and the Spillovers to Expect. Yesterday i wrote to you after the initial Trump volte face on the imposition of reciprocal tariffs (postponed for 90 days) and the imposition of 125% tariffs on China. I calculated that the average US tariff w…
US - China Trade War - Re-Assessment of Damage and Possible Spillovers.
Re-Assessment of Tariff Damage and the Spillovers to Expect. Yesterday i wrote to you after the initial Trump volte face on the imposition of reciprocal tariffs postponed for 90 days and the imposition of 125% tariffs on China. I calculated that the average US tariff was…
US Tariffs: The Gentleman is for turning
The Gentleman is for turning Tariffs are still in mega-shock terrain: US average tariffs after April 10 volte face are 26% Vs 3% when President Trump took office. That’s 1% higher than if reciprocal tariffs had been implemented. What has changed is that Trump behavi…
Money Talk: with Peter Lewis and Louisa Fox
Quantifying what Trump means for US GDP & Others'
Tariffs – Death By 52 cuts & Counting
Tariffs – Death By 52 cuts & Counting Tariffs announced in the Rose Garden today raise US average effective tariffs to 25%. That’s quite an exogenous shock given they were 3% when President Trump too office! These tariffs are not transitional. They are core to Pres…