Phase 1 Trade Deal: A New Normal in US-China Relations
The “Phase One” deal signed by US President Donald Trump and China’s Vice-Premier Liu He, marking a ceasefire in trade…
There Will Be No Going Back: Wall Street’s Confounding Optimism Over An Elusive Trade Deal With China
A sharp disconnect is emerging between America’s economic reality and Wall Street’s curiously blind optimism about the future, reflected in…
China’s Currency Weakness Is Not That Bad–Yet
China’s currency depreciated this month, with the exchange rate rising to more than 7.0 renminbi per US dollar, unnerving investors…
Grim Prospects For A US-China Truce
As US President Donald Trump sticks to his threats of additional tariffs on China, portfolio managers Penelope Foley and David…
China’s Deleveraging To Hinder Growth: Moody’s
China‘s efforts to deleverage and de-risk its economy are now ‘slowing’ as the measures appear to constrain domestic activity, amid…
NAFTA 2.0: A Rewrite That Doesn’t Ease Tensions
The revised NAFTA deal relieves uncertainty for Canada and avoids a possible Mexican barrier to ratification. But what does it…
NAFTA: Negotiations Ongoing, Risks Remain
NAFTA, the 23-year old trade pact between the United States, Mexico, and Canada, remains on the negotiating table at the…
NAFTA: Mexico At A Critical Point
It appears the gloves are now off as the North American Free Trade Agreement (NAFTA) enters Round 4 of the…
NAFTA: Then And Now
The North American Free Trade Agreement (NAFTA) will be on the table this week as United States President Donald Trump…
President Trump Weighing Options On Venezuela
This month it was made public that the Trump administration is considering “major sanctions” on Venezuelan oil exports into the…
Trump And Trade: A Meaningless Goal?
While US President Trump has softened his stance on a number of key issues since taking office, trade is decidedly…
Geopolitical Trends In 2017
The shift to a more multi-polar world is underway, according to Philippe Dauba-Pantanacce, senior economist and chief global geopolitical analyst…
