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Tariffs – The Aftermath
Tariffs – The Aftermath Investment Conclusion. We are far from done with volatility from Tariffs and Trade. The use of S.122 of the Trade Act 1974 is illegal in my judgement. It is also unfit for purpose as a policy to “correct” the US trade deficit. This leaves …
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Navigator
Navigator. Investment Conclusion. This is the year capital will leave the US. The US will be increasingly isolated. The US$ will have a serious leg down as a reserve and trade currency. The cost of this will be borne by the US economy and financial markets. The ane…
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