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... Read More
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11 Apr 25
US - China Trade War - Re-Assessment of Damage and Possible Spillovers.
#Tariffs#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
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... Read More
10 Apr 25
US Tariffs: The Gentleman is for turning
#Tariffs#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction
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
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
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
17 Feb 25
The Mini Podcast on Macro Matters
David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week. Read More
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