US economic policymaking
Why this oil shock is different
Governments and central banks are out of policy ammunition to contain the economic fallout
Automakers plan billions in US investments but seek clear trade rules
Uncertainty about the United States-Mexico-Canada Agreement is delaying investment decisions
Trump is spending tomorrow’s security today
Neither incompetence nor impulsiveness explains the US president’s decision to start a war
Fed’s Miran says data suggests Americans aren’t shouldering tariff hit
Miran’s view contradicted data showing that Americans are bearing the burden of paying for tariffs
Is the US dollar’s era of exorbitant privilege ending?
The Trump administration wants a less globalised economy and a still pre-eminent greenback. Getting both won’t be easy
Envisioning the Mar-a-Lago Accord
The proposed deal to weaken the US dollar would amount to a reordering of the international monetary system
The Fed must resist repeating past mistakes
Markets have been trained to expect lower rates at the first sign of volatility. Powell mustn’t give in to temptation.
The coming US recession will be self-inflicted
The looming economic contraction will be unique in post-war America as the first directly caused by White House policy
Ford is as American as apple pie. Or is that Honda?
The purity test for what counts as a US manufacturer in Trump’s trade war sets up a spiral towards absurdity in the auto sector
Is Trump engineering the decline and fall of the US dollar?
There are fundamental flaws in the US administration’s vision for weakening the greenback
