The Fed’s Last Stand: When Politics Hijack Monetary Policy
For the better part of the past few decades, the spectre of “fiscal dominance” has remained largely confined to the ivory towers of academia—at least...
Author: J-P. Pizzini
The Return of the Bond: Why Tariffs, Tumult and Trump Are Tilting the Yield Curve
As the global trade war escalates, the spectre of a sudden slowdown in US growth is no longer just dinner-party chatter—it’s gripping financial markets and...
From Global Champion to Customs Collector: America’s Protectionist Renaissance
Nearly a century ago, the United States passed a notorious tariff law that plunged the world into a trade war and prolonged the Great Depression....
When the Dollar Coughs: Trump’s Trade Crusade Jolts the FX Markets
As U.S. equities stumbled this month, something rather peculiar happened. The dollar—usually the market’s comfort blanket when things go awry—didn’t just fail to rise; it...
The Great American Land Grab: How Washington Is Muscling Europe Out of Ukraine’s Future
The United States is ensuring it holds the reins over all future major infrastructure and mineral investments in Ukraine, potentially gaining a veto over any...
America’s Debt Time Bomb
The Congressional Budget Office (CBO) has once again sounded the alarm, warning that the federal government might run out of money to pay all its...
Trump’s ‘Liberation Day’: The Return of Economic Imperialism in Full Swing
President Donald Trump has escalated his economic warfare, signing a proclamation imposing a 25% tariff on imported automobiles. The move is the latest salvo in...
The New Face of U.S. Imperialism: Trump’s ‘Secondary Tariffs’ on Venezuela
President Donald Trump appears to have invented a brand-new economic weapon this Monday, threatening to impose what he has christened “secondary tariffs” on countries that...
Turkey’s Democratic Paradox: The West’s Favourite Hypocrite
When Turkey imprisoned President Recep Tayyip Erdogan’s main political rival over the weekend, thousands of protesters poured onto the streets. However, the response from the...