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Browsing Tag

Tariffs and trade

18 posts
HHealthcare
AI doctors will be good at science but bad at business, and big talk with little action means even higher drugs prices: 10 healthcare predictions for 2026 from top investors
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AI doctors will be good at science but bad at business, and big talk with little action means even higher drugs prices: 10 healthcare predictions for 2026 from top investors

  • December 9, 2025
In 2025, we whiffed. You would have been wise to bet the anti-portfolio. While we (always 😂) think…
EEconomy
India growth beats all estimates as factories defy Trump tariffs
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India growth beats all estimates as factories defy Trump tariffs

  • November 29, 2025
India’s economy grew at the fastest pace in six quarters, underscoring its resilience even as US President Donald…
EEconomy
‘Dr. Doom’ Nouriel Roubini breaks with the crowd on the AI bubble, saying the U.S. is headed for a ‘growth recession’ and not a market crash
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‘Dr. Doom’ Nouriel Roubini breaks with the crowd on the AI bubble, saying the U.S. is headed for a ‘growth recession’ and not a market crash

  • November 26, 2025
For nearly two decades, esteemed economist Nouriel Roubini has worn the nickname “Dr. Doom” with honor. He earned…
EEconomy
Tariffs lower inflation by slamming employment and economic activity, Fed researchers say
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Tariffs lower inflation by slamming employment and economic activity, Fed researchers say

  • November 16, 2025
A new study that examined 150 years of tariffs in the U.S. and abroad found they disrupt the…
EEconomy
The world is headed for re-globalization not de-globalization, as ‘coalitions of the willing’ emerge, Mastercard chair and former USTR official says
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The world is headed for re-globalization not de-globalization, as ‘coalitions of the willing’ emerge, Mastercard chair and former USTR official says

  • October 27, 2025
Amid massive disruptions to global trade, the world is realigning itself as countries look to integrate more regionally,…
EEconomy
China will make 'substantial' purchases of U.S. soybeans and should avoid 100% tariff, Bessent says
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China will make ‘substantial’ purchases of U.S. soybeans and should avoid 100% tariff, Bessent says

  • October 26, 2025
Treasury Secretary Scott Bessent signaled on Sunday that the U.S. and China will significantly de-escalate their trade war…
EEconomy
China posts 5.2% GDP growth as Trump makes tariff demands
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China posts 5.2% GDP growth as Trump makes tariff demands

  • October 20, 2025
This weekend President Trump laid down the law on what he wants from China in order to ease…
AArtificial intelligence
Jensen Huang says Nvidia went from 95% market share in China to 0%
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Jensen Huang says Nvidia went from 95% market share in China to 0%

  • October 20, 2025
Nvidia CEO Jensen Huang urged nuance when it comes to regulating China’s access to U.S. technologies that are…
EEconomy
'Scandalous’: top economist Jeremy Siegel warns U.S. sleepwalked into rare-earths crisis as China tightens its grip
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‘Scandalous’: top economist Jeremy Siegel warns U.S. sleepwalked into rare-earths crisis as China tightens its grip

  • October 13, 2025
China’s tightening grip over the minerals that power advanced technologies has moved from long-term strategic concern to immediate…
EEconomy
'It’s sort of like a divorce': Top analyst sees trade war with China as ugly, complex: 'This kind of story doesn’t have a good guy'
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‘It’s sort of like a divorce’: Top analyst sees trade war with China as ugly, complex: ‘This kind of story doesn’t have a good guy’

  • October 13, 2025
For months, bubbling trade tensions between China and the U.S. seemed to calm to a simmer, with words…
EEconomy
China's rare earth policy can 'forbid any country on Earth from participating in the modern economy'
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China’s rare earth policy can ‘forbid any country on Earth from participating in the modern economy’

  • October 12, 2025
Beijing’s new export controls on rare earths go well beyond restricting access to a critical technology input, according…
MMarkets
Markets expect Trump's latest China tariffs will backfire as gold jumps and the dollar 'is not looking looking healthy'
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Markets expect Trump’s latest China tariffs will backfire as gold jumps and the dollar ‘is not looking looking healthy’

  • October 11, 2025
Financial markets suffered a rerun of their swoon in April, when “Liberation Day” tariffs shocked global investors, signaling…
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