If Washington Wants to Beat Inflation, It Needs to Lean into Tariffs – Not Relax ThemJune 6, 2022
The answer to inflation is not to ease tariffs. It is to stop with the band-aids. The US should see inflation as the motivation to invest in domestic production; tariffs as the market opportunity to do so.
Tariffs are Not the Reason for Inflation. They’re How to Fix ItMay 7, 2022
The answer to inflation is not to ease tariffs. It is to stop with the band-aids. It is to keep tariffs up, but also to take the proactive measures that they are supposed to encourage: The US should see inflation as a push to invest in domestic production; tariffs as the market opportunity to do so.
Markets Briefing: Week of April 25April 30, 2022
Ping'an advises HSBC to split into an east and west operation -- which sounds like decoupling but could be the opposite; commodities markets wrestle with a liquidity squeeze; the EU steps up (kind of) for Lithuania amid trade dispute with China, and China continues to find loopholes in US trade regulations
Markets Briefing: Week of March 28April 2, 2022
The EU makes a long-shot bid for gas market leverage; the Commerce Department wises up to China's solar tariff circumvention; and China's Securities Regulatory Commission looks to cozy up to the SEC