Leon Hadar

Nvidia CEO Jensen Huang (right) has lobbied US President Donald Trump to reverse export restrictions on AI chips to China.

Nvidia and the Trump administration: Commerce, competition and controversy

How the tech giant’s deal with the government could shift US industrial policy and constitutional limits

Former Fed governor Kevin Warsh, appointed to the US Federal Reserve Board of Governors in 2006 at age 35, became the youngest person ever to serve in that role.
THE BOTTOM LINE

Kevin Warsh as Federal Reserve chair: A high-risk appointment

In a different context, he would merit serious consideration – but his current alignment with Trump on interest rates raises alarm

The Fed’s updated economic projections reveal an increasingly optimistic view of growth paired with continued concern about inflation.

US Fed faces dual-mandate challenge amid a divided path forward

No clear policy prescription exists as policymakers balance sticky inflation against labour market risks

The question facing policymakers who come after Trump is not whether to abandon trade policy as a strategic tool, but whether they can develop a more sophisticated approach.

Trump’s trade war and the persistence of magical thinking

The tariffs have been effective at one thing: generating political theatre while imposing costs on American households and businesses

FILE PHOTO: U.S. President Donald Trump listens as National Economic Council Director Kevin Hassett speaks with the media in the Oval Office, at the White House in Washington, D.C., U.S., September 5, 2025. REUTERS/Brian Snyder/File Photo

Kevin Hassett and the Federal Reserve chair: a likely appointment?

The prospect of Hassett leading the Fed has generated significant concern among economists and market observers

Less than a year into his second term, US President Donald Trump confronts a political reality that would have seemed unthinkable during his 2024 victory: his approval ratings have collapsed to levels rivaling the darkest days of his first presidency.
THINKING ALOUD

The unravelling: Trump’s eroding coalition and the Republican Party’s reckoning

His job approval has fallen to 36 per cent, with disapproval reaching 60 per cent

US sanctions on Venezuela are accelerating the Latin American country's geopolitical realignment away from Washington.

The hemispheric toll of the US-Venezuela crisis

Washington’s economic pressure has entrenched the autocratic regime and exported the costs

Trump has embraced AI acceleration as central to American strategic dominance.

The fracturing of Maga and its implications for US policies

How trade, immigration, AI and foreign affairs are dividing Trump’s coalition

US President Donald Trump (left) and Chinese President Xi Jinping last met in South Korea in October 2025. Ultimately, Trump’s upcoming visit to Beijing represents a recalibration towards managed coexistence.

Can Trump recalibrate US-China relations?

The April 2026 meeting in Beijing signals a move from open confrontation to managed competition

Recently released documents have revealed that Larry Summers (above) and Jeffrey Epstein had corresponded over many years, after Epstein’s crimes against vulnerable young women were revealed.
THINKING ALOUD

Larry Summers and Jeffrey Epstein’s deeply troubling ties

New documents demonstrate catastrophic lapses in judgment and raise questions about the impunity of elite networks