tariff
Tariff Drag on U.S. Should Be Much Less Than Expected
FMI’s commentary on the economic impacts from President Trump’s tariffs and retaliatory measures by trading partners.
Supplier Bottlenecks Reflect Strong Growth, Not Trade Panic
FMI’s commentary on supplier delivery bottlenecks and potential distortions from new tariffs.
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.
Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity
FMI’s commentary on the Trump tariffs.