Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world This month, many investors feel dazed and confused. No wonder: as the US government flirts with another shutdown […]
Tariffs on goods may be a prelude to tariffs on money Read More »
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world Four decades ago, the swanky Plaza Hotel in New York became famous in finance lore. On September 22
What a Mar-a-Lago accord could look like Read More »
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world When Donald Trump won the American election last year, a consultancy called Penta created a “war room” to
Why investors should be worrying about Trump and impoundment Read More »
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world Four years ago, the Bank for International Settlements (BIS) — the central bankers’ central bank — unveiled an
How Washington plans to defend the dollar Read More »
Seven years ago, I strode through the long black-and-white corridors of the White House’s Executive Office of the President to a room occupied by Peter Navarro, adviser to the then president Donald Trump. Navarro’s desk was buried beneath piles of
where Trump is taking America on trade Read More »
This month, artificial intelligence bots have slid into Santa’s grotto. For one thing, AI-enabled gifts are proliferating — as I know myself, having just been given an impressive AI-dictation device. Meanwhile retailers such as Walmart are offering AI tools to
We need to think again about what the ‘A’ in AI signifies Read More »
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world It is groundhog day in Washington. In recent years, brinkmanship has repeatedly erupted whenever Congress has tried to
A fiscal fight is brewing in the court of Donald Trump Read More »
What on earth will happen to US economic policy when Donald Trump becomes president? That question is already sparking widespread concern. And even the supposedly smart money seems unsure of the answer. This week, for instance, the hedge fund Bridgewater
The chain of contradictions in Trump’s economic policy Read More »
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world Dead squirrels normally do not feature in financial history. But we do not live in “normal” times right
Mainstream memecoins signal changing markets Read More »
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world A few months ago, I dined with some of Canada’s business leaders and Robert Lighthizer, a key trade
Markets will have to get used to Trump’s mercantilist mindset Read More »
