US Tariffs – GLOBAL MACRO INSIGHTS

Trump Builds Tariff Walls, Xi Sells Through the Windows

President Xi Jinping’s export machine has ploughed through five months of Trump’s eye-watering tariffs and somehow still delivered a record $1.2 trillion trade surplus. Restrict...

Tariffs Up, Inflation Up, Logic Down

Core US inflation picked up in July even as the cost of goods exposed to Donald Trump’s gleeful tariff barrage failed to climb as much...

How to Lose Allies and Strengthen Rivals – The Washington Way

Still nursing the bruises from Donald Trump’s 50% tariffs, India has arrived at a fresh, bitter conclusion: the American president seems perfectly happy to rough...

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...

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...

China’s Trade Surplus Hits New Heights, Setting the Stage for Global Tensions

China’s trade surplus is on track to hit a record high this year, putting it increasingly on a collision course with some of the world’s...

GLOBAL MACRO INSIGHTS

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