trade war

It may seem like a distant memory now, but for much of 2018 and 2019, global markets were periodically shocked by the unorthodox diplomatic moves of then-President...

Japan’s Kioxia Holdings, which in the early 1980s invented flash memory computer chips, was set for one of the country’s biggest initial public offers for 2020. In...

Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told...

Over the last two years, one of the biggest factors driving financial markets globally has been the US-China trade war. Nowhere has this effect been more pronounced...

The topic of today's discussion was the array of crises that kicked off or continued over the holiday period, including U.S Missle Strikes in Iran and if this could...

If there’s just one of our episodes you view this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to...

There is one main reason I think trade tensions can’t be ignored in 2020 and that is because the media won’t let us. But issues that grab the headlines don’t always...

What could go right? In this wire, I’m taking a break from pessimism. I want to play devil’s advocate and explore what could go right with economic growth and...

The US and China are still talking about a trade deal, which is a positive outcome from last week’s meetings given the diplomatic tensions leading up to the meeting....

This weekend’s announcements by President Trump that the US/China trade war can last another year or more (beyond the November 2020 US Presidential election) may have...

Newspapers sell fear, while equity markets sell optimism. Basing an investment strategy on the latest financial headlines is a great way to destroy capital. But while...

Once upon a time there was an Asian country that had a large trade deficit with the United States. The US said this country manipulated its currency, engaged in unfair...

Today I argue that the trade war could be over, or at least transform into a trade impasse, which might in turn unleash the mother-of-all search for yield rallies as...

After a third round of talks made little progress last week, the US/China trade war has escalated badly with tit for tat moves on an almost daily basis by each side....

Over the past week developments in the US-China trade dispute have deteriorated materially. On 1 August, the US declared negotiations with China were progressing too...

Down here in the antipodes, where our own economic fortunes have for many years been closely tied to those of our neighbour to the north, we have seen firsthand how...

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...

Weekly comment Global trade tensions continued to dominate market sentiment over the past week, with bond yields and equities prices dropping further. Oil prices also...

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...