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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.

The Trump 'Trade Wars' Timelines

FMI’s review of the timeline for the Trump “trade wars.”

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.