Tariffs and trade

In 2025, we whiffed. You would have been wise to bet the anti-portfolio. While we (always 😂) think…

China’s exports rebounded in November after an unexpected contraction the previous month, pushing its trade surplus past $1…

India’s economy grew at the fastest pace in six quarters, underscoring its resilience even as US President Donald…

For nearly two decades, esteemed economist Nouriel Roubini has worn the nickname “Dr. Doom” with honor. He earned…

Amid massive disruptions to global trade, the world is realigning itself as countries look to integrate more regionally,…

Treasury Secretary Scott Bessent signaled on Sunday that the U.S. and China will significantly de-escalate their trade war…

This weekend President Trump laid down the law on what he wants from China in order to ease…

A top Wall Street analyst who has been predicting a “rolling recovery” after a mysterious, secretive “rolling recession”…

China’s tightening grip over the minerals that power advanced technologies has moved from long-term strategic concern to immediate…

Beijing’s new export controls on rare earths go well beyond restricting access to a critical technology input, according…

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

President Donald Trump’s additional 100% tariff on China erased $2 trillion from the stock market on Friday and…

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