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MAGA, Markets, and the Recession: A Marriage on the Rocks

MAGA, Markets, and the Recession: A Marriage on the Rocks

The social contract between Trump and Wall Street is coming under strain

China’s Stimulus: Too Little, Too Late?

China’s Stimulus: Too Little, Too Late?

The CCP is talking seriously about raising household consumption in China's investment-driven economy. But without bold measures to make people more willing to spend, the country is likely to remain dependant on non-productive investment to meet its GDP target.

Disaster in the Oval Office

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.

DOGE’s Chaotic First Month

DOGE’s Chaotic First Month

DOGE’s opaque operations, shaky constitutional authority and ‘shoot first, ask questions later’ approach to budget responsibility risk doing serious damage to the functioning of the US government without delivering substantial savings.

Mark Carney - Canada’s Economic Saviour?

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.

Who is Stephen Miran, Trump’s pick for top economic advisor?

Who is Stephen Miran, Trump’s pick for top economic advisor?

Trump’s pick for top economics advisor is at first glance uncharacteristically conventional. But while he may be free of the scandal and inexperience that has weighed on some of Trump’s other cabinet picks, Miran is not a mainstream economic thinker.

Trump plays hardball over the Panama Canal

Trump plays hardball over the Panama Canal

Trump’s tough approach with US partners may yield short term concessions, but it raises serious questions about the future of the US-led globalised world order.

California's Perilous Future

California's Perilous Future

The LA fires are a harbinger of a hotter, more perilous future. If California’s insurers, regulators, and policymakers fail to adapt quickly, the state’s economy will continue to burn long after the flames have been extinguished.

Are tariffs good?

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.

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