Those of us who have been most critical of Donald Trump’s tariff policy are probably so rooted in our economics textbooks that we can’t give credit where credit is due. Call it “tariff derangement syndrome” as the astute Jason Furman does. Just because decades of economic theory

"Despite these economic speed bumps, the S&P 500 Index is up nearly 8% so far this year. How long this rise can continue depends on whether the fundamental strength of the U.S. economy can withstand the wrenching transformation to the global trading system that President Trump

As Donald Trump and Vladimir Putin head for Alaska on Friday, expectations for a lasting peace in Ukraine are at rock bottom. While leaks so far suggest Trump may be open to trading land for peace, it’s hard to imagine Europe, let alone Ukraine, signing on. But European defense

The good news is that both Trump and Chinese President Xi Jinping appear eager to reduce trade tensions. The bad news is that they seem likely to sign one of the least consequential deals in nearly a half-century of their countries’ diplomatic relations. My latest in

We covered everything from Marine helicopters on the Boston Common to the South Korean president's entry into the Oval Office. Also, rates, tariffs and markets. Thanks, as always, Joe Mathieu and Bloomberg Balance of Power. youtu.be/110kry4fKQw?si… via YouTube

All you need to know.

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This column explores the global political and economic trends that drive markets. They don’t change often, but it’s a list that’s worth refreshing from time to time. What better time than the start of a new academic year? It's not so much a magic formula to drive portfolio

Who's trolling whom? ow.ly/wq1m50WQjUz

Not so much a magic formula for portfolio construction as a guide for allocating your precious analytical time as you delete the steady flow of emails and social media posts that compete for your attention. #geopolitics #economics #markets linkedin.com/pulse/seven-qu…

And don’t you imagine that Xi has a button at the podium that will swallow up some poor prime minister who has been skimming from his Belt and Road loans? And just how evil is evil? #geopolitics #economics #markets Subscribe to leadingthoughts.substack.com