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Jan 27, 2025

Are tariffs good?

While politically appealing, tariffs will not fix the US trade deficit, attract foreign investors, create jobs or make American manufacturing great again.

Mar 03, 2025

Disaster in the Oval Office

Friday’s car crash meeting is a new nadir for relations between Washington and its European partners. Salvaging a US-Ukraine mineral deal may be the only means of keeping the Trump administration engaged in European security.

Feb 18, 2025

Mark Carney - Canada’s Economic Saviour?

Carney’s sober, details-oriented pitch comes amid a surge in populist, anti-incumbent sentiment in the country. But despite his glittering CV, Carney's biggest challenge will be to differentiate himself from Trudeau on both policy and style.

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Jun 09, 2025

goodbye for now...

we'll be back

Jun 02, 2025

Back in the ring: Trump vs. Harvard (again)

Trump's renewed assault on elite universities and the legal unravelling of his trade policies

May 26, 2025

Economic Self-Destruction Has Re-Entered the Chat

Trump's fiscal indiscretion and hawkish trade talk has markets nervous - again.

May 19, 2025

Trump tours the Middle East and plays nice with China

This week, we’re trying a new format for the newsletter, giving a few hot takes on several different hot topics of the week. Let us know your thoughts!

May 12, 2025

Chaos in Kashmir

The stability of one of the world’s most fractious and densely populated regions hangs in the balance.

May 05, 2025

A Tale of Two Elections

Last week's elections in Australia and Canada show that Trump 2.0 is increasingly unpalatable in Western democracies. This will undermine the White House’s international agenda by empowering anti-Trump figures in previously US-aligned countries and pushing these countries to be more cooperative with China

Apr 28, 2025

The Dreaded Costed Plan

Built on Sand: Why Both Carney and Poilievre’s Plans Could Crumble

Apr 21, 2025

Trump vs. Harvard

The administration’s threatened funding cuts to major schools risk gravely damaging the country’s world leading higher education and research sectors.

Apr 14, 2025

Trump Blinks, Twice

Trump has abruptly shelved his package to remake the global trade system. While economic nuclear winter might be on hold, the US economy still faces a double shock of high tariffs and cratering business and investor sentiment over the president’s erratic policies.

Apr 07, 2025

Off the deep end: Trump goes nuclear on tariffs

Liberation Day may well be successful in achieving Trump’s goal to rewire global economic order, but not in ways that he will expect or like.

Mar 31, 2025

Witkoff's Fading Star

Trump’s Special Envoy to the Middle East and Russia pointman Steve Witkoff achieved some big early diplomatic wins for the president. However, his recent comments on Hamas and the Kremlin raise serious questions about his expertise and suitability for the role.

Mar 24, 2025

Canada’s Knife-Edge Election

Trump's economic blackmail and Carney's emergence onto the Canadian political scene has injected uncertainty into a contest that was previously a foregone conclusion.

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