The Trump 'Trade Wars' Timelines

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

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.

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.

Trillion-Dollar Federal Deficits Are Best-Case Scenario Going Forward

FMI’s commentary on Trump fiscal and trade policy.

Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity

FMI’s commentary on the Trump tariffs.

Trump GDP Growth Projections Are High But Not Absurd

FMI’s commentary on the White House budget proposal.

Data Round-Up: Storms Blunted Sept. Home Sales; Countdown to Fed Chair Choice Underway

FMI’s review of this morning’s September Existing Home Sales data.

The Bumpier Road to a 'Trump Bump' in Fiscal Policy

FMI’s commentary on the state of the Trump fiscal agenda.

New Regulations to Slow Sharply, Some Rollback Likely

FMI’s commentary on prospects for regulatory relief in the Trump administration.

Trump Seeks Big Discretionary Budget Cut, Should Get Some

FMI’s commentary on the Trump budget unveiled this week.