Us Economy News & Analysis
Project Vault and the New Era of US Strategic Mineral Stockpiling
President Trump’s ‘Project Vault’ echoes strategic concerns that gave rise to the National Defense Stockpile during the Cold War era, but this new US critical mineral stockpiling effort must navigate a profoundly different policy context and global market.
US GENIUS Act: Crypto Inches toward the Mainstream
The GENIUS Act reshapes stablecoin regulation by creating a clear, federally regulated environment that balances innovation and risk management, unlocking broader crypto use in the corporate sector, and exposing risks investors must understand.
Geopolitics Weekly (US Economy, New Trump Tariffs, Nuclear Subs)
This week we examine some concerning job numbers in the US economy, a new round of Trump tariffs, and new evidence of a hardening line on Russia from President Trump.
America’s Waning Edge: Capital Flight, Tariffs, and De-Dollarization
The Trump administration is actively undermining the conditions that allowed American industry—and American markets—to dominate for so long.
Trump Tariffs: First Whiff of a US Debt Crisis?
A broad sell-off of US bonds is believed to have stayed Trump’s hand on the latest round of tariffs. This fracturing confidence in what was once considered a save-haven asset provides a possible glimpse of things to come.
Trump Tariffs: US Manufacturing Renaissance or Economic Gamble?
An in-depth look at how the US manufacturing boom envisioned by the Trump tariffs brings new economic risks, namely via trade retaliation, economic disruptions, and long-term fiscal strain.
The Trump Elephant in a China Shop
Taken to their logical conclusion, the Trump tariffs represent a potential paradigm shift in the global economy – and not one that the Trump administration would welcome.
US Consumers Lack Ammo for a Trade War
The US consumer is key in delineating the political limits of any trade war, and signs abound that high debt and sagging confidence have left them unprepared for what’s in store.
Sovereign Wealth as Soft Power: Checkbook Diplomacy in the Trump Era
Sovereign wealth funds are transforming into vehicles for industrial policy, economic warfare, political patronage, and strategic alliance-building – and the Trump administration is now looking to join the club.
Trump Tariffs: Global and US Economic Impact of ‘Liberation Day’
Examining how the 2025 Trump tariffs are reshaping global trade, driving up inflation, and redefining US trade policy.
Trump’s Steel and Aluminum Tariffs: Economic Risks, Strategic Benefits
For clues as to how the latest Trump steel and aluminum tariffs may play out, one need only look to recent history.
US Inflation Looms over Trump 2.0 Era
Minor though tenacious pockets of inflation risk an enduring political headache for the second Trump administration.
What Are Harris and Trump Proposing for the US Economy?
Four policy areas are coalescing in the platforms of both US presidential candidates: housing, immigration, food prices, and tariffs. Yet none of these plans can address the fundamental weaknesses of the US economy.
Can US Corporate Debt Markets Weather a Recession?
With a recession looming on the horizon, the COVID-era grace period of cheap money has nearly run its course.
The Fed Hike Heard around the World
Expect the Fed’s recent 75-basis-point hike to reverberate in central banks around the world, with particularly high stakes for emerging markets.
Is the Greenback’s Reign on Borrowed Time?
The greenback’s position as premier reserve currency continues to erode, albeit slowly.
SNAPSHOT: US Inflation Spikes in 2021
CPI data in the United States added to fears that the global economic recovery could be derailed by runaway inflation.
US Stimulus: Biden Era to Open with a Fiscal Bang
The Biden administration has proposed a bold – and expensive – stimulus package to reinvigorate the US economy, and its legislative path will say a lot about how US politics will operate over the next two years.
Biden and the US Student Debt Crisis
How big of a problem is US student debt, and what can we expect the Biden administration to do about it?
COVID-19: Economic Impact Round-up (2-26-2020)
Recounting the latest economic disruptions due to the COVID-19 outbreak.
