World Trade

Exit Brexit: It's Time For Theresa May To Reverse The U.K.'s Mistake

Exit Brexit: It's Time For Theresa May To Reverse The U.K.'s Mistake

[…] Free trade is essential to economic welfare and growth. […] Leaving the EU will leave the island facing tariffs from its largest trading partner (the non-U.K. EU) and at the economic mercy of the United States.

Investment Opportunities Amid Tradewar

 Investment Opportunities Amid Tradewar

The current threat of a prolonged trade war is serving as an emergency brake to a stock market that is pressing the gas pedal as hard as it can with positive economic data reports; including, but not limited to, corporate earnings, serving as tailwinds. Once any semblance of progress is reported with respect to trade negotiations, I would anticipate this emergency brake to be lifted and for constrained stock prices to rise accordingly.

Two Words That Could Shape the Politics of the Trade War: Loss Aversion

Two Words That Could Shape the Politics of the Trade War: Loss Aversion

As trade agreements have been adopted over the last three decades, industries that have lost ground have tended to fight harder for protectionist actions than industries with potential gains from trade have fought to reduce them.