protectionism
The €14 Trillion Question: Is Europe’s Single Market Dream Dying?
Europe’s single market, its flagship economic project, has stalled. A failure to unify capital and services markets is stifling growth and investment.
The Great African Pivot: How Global Politics is Fueling a Trillion-Dollar Economic Revolution
Global politics are pushing Africa to look inward, with Afreximbank financing a shift from raw exports to internal processing, powered by the AfCFTA.
The $190 Billion Standoff: Why the U.S.-India Trade Deal Remains a Distant Dream
A deep dive into the stalled U.S.-India trade deal, its economic impact, and what the endless wait means for investors, finance, and global markets.
The Balanced Trade Fallacy: Why Chasing a Zero Deficit is a Dangerous Economic Game
The political obsession with ‘balanced trade’ is based on a dangerous myth. This post deconstructs the fallacy and explains what the trade deficit really means.
The Plastic Wars: Ineos’s Billion-Dollar Stand Against a Flood of Cheap Imports
Ineos’s unprecedented anti-dumping cases against cheap plastic imports signal a major battle for the future of Europe’s struggling chemical industry.
Political Theater, Economic Tremors: Decoding Trump’s New 10% Tariff on Canada
A new 10% tariff on Canadian goods, sparked by a political ad, sends shockwaves through the economy, impacting investors, businesses, and supply chains.
Reagan’s Ghost in the Trade Machine: Why Trump’s Spat with Canada is a Red Flag for the Global Economy
Trump’s termination of Canada trade talks over a Reagan-themed ad signals deep economic rifts and potential market volatility for investors.
The State Strikes Back: Why the Nexperia Takeover Signals a New Era for Global Investing
The potential Dutch state takeover of Nexperia signals a new era of state intervention, reshaping global finance, investing, and the stock market.
Inside the Gilded Cage: Global Finance on the Brink as US-China Tensions Boil Over
A look inside the IMF meetings reveals a fractured global economy, where US strength and escalating US-China tensions set the stage for a new era of risk.
Building Barriers: How New Tariffs on Lumber and Cabinets Could Remodel the U.S. Economy
New US tariffs on cabinets and lumber aim to protect domestic jobs but risk raising housing costs and fueling inflation across the wider U.S. economy.