Category: United States


The scandals around Trump may not harm the markets as much as you’d expect

First published:, 22/05/2017 Is the “Trump trade” toast? It remains to be seen whether scandal will prevent the president enacting his economic policies. If you want to see how financial markets react to a political crisis, look at Brazil.

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Posted in Uncategorized, United States Tagged with: , ,

Trump’s tax plan: having a laugh on Laffer

First published:, 2/05/2017 The US government believes that tax cuts will be self-funding. The evidence does not support this In the National Museum of American History, there is an exhibit of a white cloth napkin taken from a Washington

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Posted in United States Tagged with: , , ,

Donald Trump and Xi Jinping go head-to-head

First published:, 3/04/2017 If the US president expects significant economic climb-downs this week, he’ll be disappointed Later this week, ‪on 6th-7th April, Presidents Donald Trump and Xi Jinping are scheduled to meet at Mar-a-Lago in Florida. Unlike previous meetings between

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Can Merkel and Trump work together?

First published: CapX, 16/03/2017 Stormy weather has shifted Angela Merkel’s trip to see the US President to tomorrow; it provides the perfect metaphor for German-US relations. There are several contentious foreign policy issues, some of which have gone off the boil

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Posted in Europe + UK, United States Tagged with: , , ,

What Fed’s new tightening cycle holds for Asia

First published: Nikkei Asian Review, 16/03/2016 Higher interest rates could disrupt region’s economic growth The U.S. Federal Reserve raised interest rates for only the third time this decade at its Wednesday meeting. The policy rate now stands at 0.75-1%. The

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Posted in Emerging Markets, United States Tagged with: , , ,