Oct 11th 2018 Comment Reaganomics Redux and the Global Economy The history of the 1980's is worth bearing in mind as we consider the potential global impact of the enormous tax cuts enacted by Trump and congressional Republicans last December. A column by Hans-Werner Sinn.
Oct 9th 2018 Comment The China Tariff Mess The Trump administration should make it clear to the Chinese that the US would end its tariffs if the Chinese stopped stealing American firms’ technology. A column by Martin Feldstein.
Oct 4th 2018 International Selection «The crash is coming» Fred Hickey, editor of the influential investment newsletter «The High-Tech Strategist», compares today’s state of the stock market with the peak of the dotcom bubble in the year 2000 and spots bright opportunities in the gold sector.
Oct 3rd 2018 Comment Endgames for the US-China Trade Confrontation Three Scenarios have emerged as most likely. None of them involve a resolution in the very near-term. A column by Ethan Cramer-Flood.
Oct 2nd 2018 Comment The Toll of Putin’s Wars While Russia’s annual growth rate is stuck at an anemic 1.5%, the annual civilian, legal, and other related costs of its military aggression are now at least 3-4% of GDP – or $45-60 billion. A column by Anders Åslund.
Sept 27th 2018 Comment About Sino-American Trade China's leadership should take Trump’s recent escalation as an opening to end the trade war, initiating a ceasefire that will enable the real peace negotiations to begin. A column by Minxin Pei.
Sept 24th 2018 Comment The Global Trade System Could Break Down Any effort to undermine international trade – a leading engine of global economic growth since the end of WWII – will inevitably impose high costs on everyone. A column by Anne O. Krueger.
Sept 21st 2018 International Selection «It’s going to get really ugly» Larry McDonald, Editor of the Bear Traps Report, predicts a full-blown crisis in the emerging markets and outlines why this also could offer some promising opportunities for investors.
Sept 18th 2018 International Selection «What the US is asking for is just impossible» Ethan Cramer-Flood, China expert with The Conference Board, on his pessimistic outlook for the trade negotiations between the US and China.
Sept 18th 2018 Comment China is Losing the New Cold War If China had a sustainable growth model underpinning a highly efficient economy, it might be able to afford a moderate arms race with the US. But it has neither. A column by Minxin Pei.
Sept 18th 2018 Comment The Regional Costs of Venezuela’s Collapse The US can and should greatly step up financial and logistical aid to help neighboring states deal with the overwhelming refugee problem. A column by Kenneth Rogoff.
Sept 14th 2018 International Selection «We’ve wasted an important opportunity to fix the system» Anat Admati, Professor of Finance and Economics at Stanford University warns that the too big to fail problem is not solved and that the financial system remains vulnerable.