How to make sense of Donald Trump’s tariffs
https://www.ft.com/content/3436cd20-f09f-46dd-9e94-ba10b86de83f
The new field of ‘geoeconomics’ offers a guide for the perplexed.
Putting Economics Back into Geoeconomics
https://globalcapitalallocation.s3.us-east-2.amazonaws.com/NBER_MacroAnnual_Geoeconomics.pdf
Geopolitical Fragmentation
https://youtu.be/gYpVaLdzI6g
https://www.ft.com/content/3436cd20-f09f-46dd-9e94-ba10b86de83f
The new field of ‘geoeconomics’ offers a guide for the perplexed.
https://globalcapitalallocation.s3.us-east-2.amazonaws.com/NBER_MacroAnnual_Geoeconomics.pdf
https://youtu.be/gYpVaLdzI6g
Globalization Is Collapsing. Brace Yourselves.
https://www.nytimes.com/2025/04/05/opinion/globalization-collapse.html
Trump’s aggressive push to roll back globalization
https://www.ft.com/content/ed994477-a23a-4f48-9019-917b5dc51041
https://www.nytimes.com/2025/04/05/opinion/globalization-collapse.html
https://www.ft.com/content/ed994477-a23a-4f48-9019-917b5dc51041
Trump Tariffs Aim to Bring Down Curtain on Era of Globalization
https://www.wsj.com/economy/trade/trump-tariffs-us-global-manufacturing-294b0f55
President Trump is sending a clear message to U.S. and foreign companies alike: The era of globalization is over. But while he wants companies to return production to the U.S., it won’t be easy.
https://www.wsj.com/economy/trade/trump-tariffs-us-global-manufacturing-294b0f55
President Trump is sending a clear message to U.S. and foreign companies alike: The era of globalization is over. But while he wants companies to return production to the U.S., it won’t be easy.
The global victory of capitalism has turned it into something dark
https://www.telegraph.co.uk/news/2025/04/05/global-capitalism-victory-trump-tariffs-chinese-belt-road/
Does Trump truly believe that wealthy, powerful America has been ‘robbed’ or ‘pillaged’ by the poorest nations on Earth?
Trump’s wrecking ball will force the world to wake up and act
https://www.telegraph.co.uk/business/2025/04/05/trumps-wrecking-ball-will-force-world-to-wake-up-act/
The realization that we are no longer dealing with a rational force presents opportunities for new trade alliances.
https://www.telegraph.co.uk/news/2025/04/05/global-capitalism-victory-trump-tariffs-chinese-belt-road/
Does Trump truly believe that wealthy, powerful America has been ‘robbed’ or ‘pillaged’ by the poorest nations on Earth?
Trump’s wrecking ball will force the world to wake up and act
https://www.telegraph.co.uk/business/2025/04/05/trumps-wrecking-ball-will-force-world-to-wake-up-act/
The realization that we are no longer dealing with a rational force presents opportunities for new trade alliances.
Related:
Trump's Tariffs and the Future of Globalization