A graphical take on geoeconomics.

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Why the Fed Is Tightening More Than It Thinks

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  • U.S. Trade Deficit
    Tariffs and the Trade Balance: How Trump Validated His Critics
      Before Donald Trump became president in 2017, Americans paid tariffs on just two percent of their imported goods. The average tariff rate was 1.7 percent. In 2018, however, Trump launched…
  • Asia
    CFR Mini Mac Index Shows U.S. Dollar Falling, Other Safe Havens Soaring, Amid Pandemic
        The “law of one price” holds that identical goods should trade for the same price in an efficient market. But how well does it actually hold internationally? The Economist magazine’s Bi…
  • United States
    Biden v. Trump on Growth: What the Market Thinks
    In his October debate with Joe Biden, Donald Trump predicted that the stock market would crash if his rival were elected. Instead, the S&P500 index has, since the election, soared by more than 14…
  • China
    92 Percent of Trump’s China Tariff Proceeds Has Gone to Bail Out Angry Farmers
    “China” is “paying billions and billions of dollars” on U.S. tariffs, President Trump said in his debate with Joe Biden on October 22. “And you know who got the money? Our farmers. Our great farm…
  • United States
    Why the Fed Bond Binge Will Boost Inflation
    After the 2008 financial crisis, it took five years of quantitative easing (QE) for the Fed’s balance sheet to grow $1.8 trillion. This year, once the pandemic began, it took less than five month…