Is There a New U.S. Risk Premium?
https://www.wsj.com/opinion/is-there-a-new-trump-risk-premium-tariffs-trade-policy-bonds-us-dollar-investing-9bee401d
Rising U.S. bond yields and the falling dollar signal global worry.
https://www.wsj.com/opinion/is-there-a-new-trump-risk-premium-tariffs-trade-policy-bonds-us-dollar-investing-9bee401d
Rising U.S. bond yields and the falling dollar signal global worry.
America risks ‘moron premium’ after Trump’s tariffs chaos
https://www.telegraph.co.uk/business/2025/04/12/america-risks-paying-moron-premium-thanks-to-trumps-tariffs/
The president’s erratic leadership has sent a chill through the US bond market – and rattled investors.
https://www.telegraph.co.uk/business/2025/04/12/america-risks-paying-moron-premium-thanks-to-trumps-tariffs/
The president’s erratic leadership has sent a chill through the US bond market – and rattled investors.
Will the Last Investor to Leave America Please Turn Out the Lights
https://www.wsj.com/finance/will-the-last-investor-to-leave-america-please-turn-out-the-lights-cdf727b4
The damage from Trump’s trade war is far greater than the losses in stocks, bonds and the dollar seen so far.
https://www.wsj.com/finance/will-the-last-investor-to-leave-america-please-turn-out-the-lights-cdf727b4
The damage from Trump’s trade war is far greater than the losses in stocks, bonds and the dollar seen so far.
America the Unstable
https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58
Trump has finally ended America’s exorbitant privilege. The president’s erratic leadership style, which reminds me of the guy who pulls off his steering wheel so that the other driver will be forced to swerve, is now endangering his country’s currency and equity values, as has always been the case in other, non-exceptional political economies with this much turmoil.
https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58
Trump has finally ended America’s exorbitant privilege. The president’s erratic leadership style, which reminds me of the guy who pulls off his steering wheel so that the other driver will be forced to swerve, is now endangering his country’s currency and equity values, as has always been the case in other, non-exceptional political economies with this much turmoil.
Trump has added a political risk premium to US assets
https://www.ft.com/content/fbe7ea0b-9738-4a34-b983-61747cef41e5
Trump’s chaos risks exposing the world to a $1 trillion parasite
https://www.telegraph.co.uk/business/2025/04/11/were-all-still-trapped-in-trumps-bedlam/
Treasuries Are Trading Like Risky Assets in Warning to Trump
https://www.bloomberg.com/news/articles/2025-04-11/treasuries-suddenly-trade-like-risky-assets-in-warning-to-trump
https://www.bloomberg.com/news/articles/2025-04-11/treasuries-suddenly-trade-like-risky-assets-in-warning-to-trump
Trump Brings Britain’s ‘Moron Premium’ to the U.S. Economy
https://www.msn.com/en-us/money/markets/trump-brings-britain-s-moron-premium-to-the-u-s-economy/ar-AA1CNjAq
https://www.msn.com/en-us/money/markets/trump-brings-britain-s-moron-premium-to-the-u-s-economy/ar-AA1CNjAq
What the World Learned from Donald Trump’s Tariff Week
https://www.newyorker.com/magazine/2025/04/21/what-the-world-learned-from-donald-trumps-tariff-week
The danger behind the President’s posturing is that, by so emphatically insisting on America’s indispensability, he may be undermining it.
https://www.newyorker.com/magazine/2025/04/21/what-the-world-learned-from-donald-trumps-tariff-week
The danger behind the President’s posturing is that, by so emphatically insisting on America’s indispensability, he may be undermining it.