International Trade and Investment
Trump's Trade War: Modest Drag Near-Term, But Long-Term Benefit for U.S.
FMI’s commentary on the likely macro costs -- and benefits -- of President Trump’s trade ‘war’ strategy.
U.S. Tariffs Costs Will Be Borne Primarily by Foreigners
FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.
Data Round-Up: U.S. Exports Continue Trending Up, Trade a Solid Positive for 18Q2
FMI’s analyses of this morning’s April International Trade report and revised 18Q1 Productivity & Labor Costs results, as well as a review of Vehicle Sales and Production.
China Is Bluffing on U.S. Tariffs, and Trump Knows It
FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.
Data Round-Up: U.S. Exports & Imports Set New Records; Trade Likely cut -0.75% from 18Q1 GDP
FMI’s analyses of this morning’s February International Trade report.
Data Round-Up: 17Q4 GDP Revised Up; Trump Claims Trade Victory in Korea
FMI’s analyses of today’s Third Report of 17Q4 GDP and February Advance Indicators (Goods-trade, wholesale & retail inventories) results.
Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity
FMI’s commentary on the Trump tariffs.
Data Round-Up: U.S. Exports, Imports Retrench in January; Trade Likely a Moderate Negative for 18Q1 GDP
FMI’s analyses of this morning’s January International Trade and 17Q4 Revised Productivity & Labor Costs reports.
Data Round-Up: U.S. Exports Continue to Rise Nicely, Stronger Imports Showcase Healthy Domestic Economy
FMI’s analyses of this morning’s December International Trade results and December Job Openings & Labor Market Turnover report.
Data Round-Up: Export & Import Inflation at Six-Year Highs
FMI’s review of December U.S. Dollar and Trade Prices results.