International Trade and Investment

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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.

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