Global Political Drivers: Trade war: radical invisibility

  • Trade wars – now China-focused – are a random US political walk
  • Looking beyond the mid-terms, this is far from a one-way bet
  • Structural constraints on Trump – from voters, official and Congress – are minimal
  • His reticence on the decisive geopolitical agenda accentuates uncertainty
  • The newsflow is a poor source of clues about Trump’s on-off switch

Economics

Politics

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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