protectionism
The Great Fracture: Why the Global Economic Order is on the Brink, and What It Means for Your Investments
Mark Carney warns of a ‘rupture’ to the global order, forcing a rethink of finance, investing, and the economy in an era of rising geopolitical risk.
The New Protectionism: Is 19th-Century Economic Nostalgia a Threat to Modern Finance?
A “protectionist nostalgia” is challenging decades of free trade consensus. Explore its historical roots and its impact on modern finance, investing, and the economy.
Less Trade, Fewer Jobs: The Simple Grammar Rule Unpacking the Complex Reality of Tariffs for Investors
A simple grammar rule explains the complex impact of tariffs: “less trade” (uncountable) and “fewer jobs” (countable). A deep dive for investors.
The $20 Trillion Handshake on Hold: Why the EU-Mercosur Trade Deal Just Hit Another Wall
The EU-Mercosur trade deal, decades in the making, is delayed again. We explore the deep economic and political reasons and what it means for investors.
The Trillion-Dollar Paradox: Why China’s Record Trade Surplus Is a Red Flag for the Global Economy
China’s massive trade surplus isn’t a sign of strength. It’s a symptom of a deep economic imbalance that threatens global trade and financial markets.
Mexico’s Tariff Shockwave: A New Front in the Global Economic Chess Match
Mexico’s new tariffs of up to 50% on China and others signal a major shift in global trade, impacting investors, supply chains, and the broader economy.
Unintended Alliances: How US Tariffs are Forging a New Economic Bloc in Asia
US tariffs aimed at China have inadvertently fueled a trade boom between Beijing and Southeast Asia, forging a new, deeply integrated economic bloc.
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.