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... Read More
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09 Apr 25
Money Talk: with Peter Lewis and Louisa Fox
#Tariffs#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction
Quantifying what Trump means for US GDP & Others' Read More
07 Apr 25
Events update.
Update - the week ahead. I don't expect any surrender by President Trump on April 9th. Barring that the full 25% rate of Tariffs announced on April 2 will be implemented. In comments made yesterday the President emphasised that his priority is to "address" the US current ... Read More
30 Mar 25
Tariffying!
#Geo-economics#Geostrategy#Protectionism#Tariffs#Geopolitics#Equity Bear Market#Geopolitical Fragmentation#Secular Bear Markets#Bear Markets#Global Geopolitics#Geopolitical Disruption#Trump Tariffs.#US Tariffs#Remedial Tariffs
Tariffying! US “remedial” tariffs to be announced on April 2 will raise the US effective tariff rate to above 15% - a level not seen since the Great Depression era. This is above the level needed to cause Tariff-Induced-Stagflation in the US economy. The announcement will co... Read More
25 Feb 25
Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.
#Tariffs#Russia#Russian Energy#NATO#Chancellor of Germany#German Bundestag#Ukraine War#EU NATO#German Constitution#Russia's Economy#German Election Results#AfD (Alternative for Germany)#Russian Influence#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#Trump Russian Business Deal
Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump ... Read More
24 Feb 25
US Key Tariff Dates
#Tariffs#US-China Trade War#Trade War#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#EU-US Trade War
Tariffs will continue to be a source of instability in markets. The McKinley Factor, (January 26, 2025) & The Anatomy of Exceptionalism , ( February 10, 2025) analysed the key role of tariffs in President Trump’s thinking and how this influenced how they were used. No need ... Read More
15 Feb 25
Rough Calculation of potential US Reciprocal - Remedial Tariffs
Brace Yourself! Reciprocal US Tariffs. - tariffs likely to be announced April. These are not in market prices. The report sent you on Friday 15, 2025 - The Anatomy of Exceptionalism- deals with the categories of Tariffs President Trump is likely to impose see Chap... Read More
10 Feb 25
The Micro Podcast on Macro Matters
The Micro Podcast on Macro Matter. Trump's tariffs and China's measured but lethal response. Netanyahu manipulated Trump into cementing him in office as Israel's PM. That makes more war in Gaza more likely. And does it mean that Netanyahu will be able to manipulate Tr... Read More
05 Feb 25
CNBC Market Alert: - Why US "exceptionalism" will fail this year
CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause. Read More
04 Feb 25
CNBC News Talk: Trump and Europe the Visceral Hate Thing
CNBC News Talk: Trump and Europe the Visceral Hate Thing Read More
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