Pulse: US


U.S.-Taiwan Relations After the U.S. Election Talk at Georgetown’s SFS

On Friday, November 13th, I had the wonderful privilege of moderating an hour-long webinar with Sean King, Senior Vice President at Park Strategies and an affiliated scholar at the University of Notre Dame’s Liu Institute for Asia and Asian Studies, on—as the title suggests—U.S.-Taiwan relations after the 2020 U.S. election for the Asian Studies Program at Georgetown’s Walsh School of Foreign Service (SFS). 

‘Second Wave’ Should Not Derail the Economic Recovery

Overreactions by Some Governors (and Perhaps President Biden) May Force a Short Contraction Near Year-End; This Would Be Followed by a Big Spring Rebound – Still Reach a New GDP Peak by 21Q3

Stop Worrying About ACA Repeal (Part B): Concentrate on Game-Changing Interoperability & Transparency Regulations

Co-wrote with Matt Dumas,  the Founder and Managing Partner of Chasm Partners, a retained executive search firm focused on the healthcare technology and services space.

EconVue Spotlight - Operation Warp Speed October 31, 2020

Halloween weekend seems a good time to try to look past fears about the US elections to the lingering challenges that continue to haunt the global economy. As COVID cases accelerate, the hope that this disease would burn itself out has vanished, and a lasting economic recovery seems to hinge on finding a vaccine.  Beyond distribution, costs, vaccine reticence, and logistics, what are the hurdles we face once a preventative inoculation has been found?  

Stop Worrying About ACA Repeal: It’s Not Going to Happen (Part A)

Co-authored with Matt Dumas. Matt is the Founder and Managing Partner of Chasm Partners, a retained executive search firm focused on the healthcare technology and services space.

Part B of the article can be found here.

Remarks: Canada, The Americas and the Global Economy: Investing in an interconnected world - October 14, 2020

The annual Global Macro Conference sponsored and organized by the Official Monetary and Financial Institutions Forum (OMFIF) and Scotiabank’s Global Capital Markets - October 13-14, 2020

My remarks on the Oct. 14 Pension CIO panel follow.* 

Election Year 2020: Bidenomics vs Trumponomics


The striking differences between the plans for the US economy of President Donald Trump and his challenger, former vice president Joe Biden, are being pushed off center stage by the theatrics of a willful, unpredictable White House incumbent in the midst of a suddenly very challenging campaign. 

How the Chips May Fall - EconVue Spotlight - September 2020

Charles Kupchan has a new book coming out on October 1st about the history of isolationism in the US. Ever since George Washington advised his new country ‘to steer clear of permanent alliances with any portion of the foreign world” the US has historically been a place people went to in order to escape disruption.

Evolution of the U.S.-China Relations under Xi Jinping - Virtual Event

I'll be speaking this Friday, Sep 18th about the evolution of the U.S.-China Relationship https://eventbrite.com/e/evolution-of-the-us-china-relationship-under-xi-jinping-tickets-118029608737…
Event is open to the public and hosted by the Georgetown School of Foreign Service, Asian Studies Program and Eleanor Hughes will be moderating.

Here is the info on the event.

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