"When Trump announced sweeping tariffs many were left scratching their heads. What if it wasn’t about economics? [What if the] tariffs aren’t designed to fix trade [but] to create dependence and force alignment"
An interesting perspective from game theory!
www.linkedin.com/pulse/game-t...

"A trade deficit sounds bad, but it is neither good nor bad. It simply means foreigners are sending more goods than the US is sending them. A trade deficit can only arise if foreigners invest more in the US than Americans invest abroad"
theconversation.com/the-trade-de...

"Trump and his team dismissed investor fears of inflation and recession, offering no apologies for the turmoil sparked by sweeping global tariffs and defiantly insisting a 🔆BOOM🔆 is on the horizon"

links.message.bloomberg.com/s/c/kdUxOP9P...

I fear it’s a bit late for such call. Let’s see how quickly we can get to deal making or if that’s even the goal.

www.reuters.com/world/us/bil...

This should bring some perspective to current US trade policy.

www.piie.com/blogs/realti...

“While disagreement about Mr. Trump’s prescription for America’s manufacturing decline is widespread, few experts dispute his general diagnosis”

I hate to quibble but the diagnosis was not his. Economists and policymakers have talked about it for years.

www.nytimes.com/2025/04/03/b...

This is what Trump's "economists" say about how they calculated the "reciprocal" tariffs. Don[t be fooled by the equation. They commit countless crimes against economics. ustr.gov/issue-areas/... +

Europe has a major opportunity it can choose to grab to become once again the leader in science, innovation and ideas. It’s time not for tinkering but for leading. Let’s grab it! 🇪🇺🇪🇺

US President Donald Trump is poised to announce so-called reciprocal tariffs on the country’s trading partners in a move that threatens to ignite a full-blown global trade war.

Follow live updates: www.ft.com/content/8c80...

“The funds frequently target places that are not particularly needy and mainly benefit people at the upper end of the income distribution. Cohesion policy thus requires root-and-branch reform”

US tariff strategy is to create a lot of noise and scare businesses and trade partners then dial it down and watch investment pour back in and trade barriers drop. All the talk of irreparable damage by the mainstream is dismissed by the US leadership as empty talk. Will it work?

“the proposed tariff risks causing irreparable damage to the industry, contradicting the administration’s goals of strengthening U.S. manufacturing and economic stability,” Laffer writes in the analysis

nymag.com/intelligence...

A CNBC survey that averages forecasts from more than a dozen economists indicates that “policy uncertainty and sweeping new tariffs from the Trump administration are combining to create a stagflationary outlook for the U.S. economy”

nymag.com/intelligence...

Tariffs get all the attention, but ask economists what they're really worried about and many will point to the Trump administration's cuts to federal support for the sciences, including canceling grants and revoking student visas.
#EconSky
www.nytimes.com/2025/03/31/b...

A rough start to the year for stocks has Wall Street wondering when to buy the dip. But the consensus so far is "not yet."

US stock indexes opened sharply lower as investors shied away from risky assets on mounting concerns that the Trump administration's upcoming announcement of extensive tariff plans could hurt the global economy reut.rs/3G11wiX