This is a really good post. If the 122 tariffs were really about a balance of payments crisis equities and bond markets would not be nearly as sanguine.
'How Trump's Tariff Got a Reality Check'
Very nice, brief, and Easily accessible @bloomberg.com documentary, starring @sdonnan.bsky.social.
www.youtube.com/watch?v=0S35...
Reports are that Trump is "privately musing about exiting the North American trade pact."
Deep dive by @joshwingrovebbg.bsky.social into what we know about the upcoming USMCA review.
Hanging over it all are myriad questions over Trump’s intentions with China. The suspicion of many allies and experts being that he is more interested in striking a commercially driven trade deal than isolating an existential rival.
by @sdonnan.bsky.social
War and the economic consequences have been top of mind the past 6 weeks. But we’re not thinking enough about the world’s capacity to respond to another crisis.
The bad news is that the safety net is looking threadbare.
Latest with @bloomberg.com colleagues:
www.bloomberg.com/news/feature...
Trump’s immigration policies mean the US is flirting with a historic milestone: The first population decline in its history.
My latest Weekend Essay for
@bloomberg.com:
www.bloomberg.com/news/article...
We should be talking more about the fact the president of the world’s largest economy just declared it’s facing a payments crisis.
Once, that would have caused turmoil in financial markets. Now it’s just another reason for tariffs.
My latest for @bloomberg.com:
www.bloomberg.com/news/article...
Tariffs and elections have historically been a toxic mix for US presidents. Is this year going to see history repeat itself?
Gift link to my latest for @bloomberg.com & @businessweek.bsky.social:
www.bloomberg.com/news/article...
Tariffs and elections have historically been a toxic mix for US presidents. Is this year going to see history repeat itself?
Gift link to my latest for @bloomberg.com & @businessweek.bsky.social:
www.bloomberg.com/news/article...
I sat down with my boss Stephanie Flanders & David Gura for the Bloomberg News Big Take podcast to discuss the gloom and doom at this week's spring meetings of the IMF & World Bank and why everyone is worried about the economic fallout of the Iran war...
www.bloomberg.com/news/audio/2...
President Donald Trump is privately musing about exiting the North American trade pact, people familiar with the matter said, injecting further uncertainty about the deal’s future into pivotal renegot...
www.bloomberg.com
Trump has only concluded five trade deals, with a dozen others remaining mere frameworks
With his move to impose new global tariffs, US President Donald Trump isn’t just trying to repair a trade policy dismantled by a Supreme Court rebuke. He’s also declaring the world’s largest economy i...
We should be talking more about the fact the president of the world’s largest economy just declared it’s facing a payments crisis.
Once, that would have caused turmoil in financial markets. Now it’s just another reason for tariffs.
My latest for @bloomberg.com:
www.bloomberg.com/news/article...
Cullen Hendrix
David Kleimann
Chad P. Bown
Chad P. Bown
With his move to impose new global tariffs, US President Donald Trump isn’t just trying to repair a trade policy dismantled by a Supreme Court rebuke. He’s also declaring the world’s largest economy i...
