J-P. Pizzini – Page 2 – GLOBAL MACRO INSIGHTS

President Xi Jinping’s Global Counteroffensive: While Trump Bullies, China Plays the Patient Statesman

Diplomats across the globe have been dispatched with a strikingly clear memo in hand: any nation engaging in trade talks with Donald Trump is, bluntly...

A central Banker will lead Canada

The Liberal Party of Canada has secured a fourth consecutive election victory, with voters entrusting former central banker Mark Carney to manage the country’s response...

China Thinks in Decades, America Barely in Tweets: The Great Miscalculation of Trump’s Trade Tactics

According to a senior adviser to Beijing’s Foreign Ministry, President Donald Trump’s administration, ever the champion of instant gratification, appears to have spectacularly misjudged China’s...

The Trump reality: High Yields, Higher Risks

The great “Sell America” frenzy that gripped markets this month has left what might well be a lasting dent in investors’ appetite for long-term U.S....

Trump’s Tariff Tonic: The Cure Worse Than the Disease?

President Donald Trump’s latest whirlwind of tariffs has been shaking Washington and Wall Street for nearly a month, and now, it seems Main Street is...

The ECB’s Seventh Cut: A Masterclass in Tiptoeing Toward Trouble

In what is starting to resemble monetary déjà vu, the European Central Bank has just cut interest rates for the seventh time since last June....

Trump Takes Aim at “Too Late” Powell – Again – Stirring Fresh Doubts Over Fed Independence

President Donald Trump, never one to miss a well-timed jab, has once again set his sights on Federal Reserve Chair Jerome Powell, suggesting his departure...

Trump’s Trade War and the Dollar, a moment of history?

In a plot twist worthy of a financial soap opera, the US dollar—once the shining beacon of global stability—is starting to look suspiciously like another...

U.S. Treasuries: From Safe Haven to Market Hazard?

The great Treasury selloff is gaining steam—not in a good way. For the third day running, long U.S. government bonds have come under heavy fire,...

GLOBAL MACRO INSIGHTS

Author: J-P. Pizzini