Globalisation – GLOBAL MACRO INSIGHTS

Tariffs, Forced Labour and the Slow Fragmentation of Globalisation

For decades, the United States sold globalisation as an economic religion. Free trade was presented as inevitable. Supply chains were optimised across continents. Manufacturing migrated...

The World Is Beginning to Look Like 2021 Again

The global economy is starting to rediscover a sensation it hoped had been buried with the pandemic: the slow suffocation of supply chains. Not yet...

Trump’s Tariff Crusade: When Protectionism Dresses Up as Patriotism

For a fleeting moment, Wall Street dared to hope that President Donald Trump’s tariff threats were little more than theatrical posturing. Then came Wednesday’s Rose...

From Global Champion to Customs Collector: America’s Protectionist Renaissance

Nearly a century ago, the United States passed a notorious tariff law that plunged the world into a trade war and prolonged the Great Depression....

When the Dollar Coughs: Trump’s Trade Crusade Jolts the FX Markets

As U.S. equities stumbled this month, something rather peculiar happened. The dollar—usually the market’s comfort blanket when things go awry—didn’t just fail to rise; it...

A new world

After the shocks of 2022, a recession for large parts of the world in 2023 seems inevitable. More difficult is to assess the long-term impact...

GLOBAL MACRO INSIGHTS

Tag: Globalisation