Recent Posts
News•Feb 19, 2026
Donald Trump’s Tariffs Send Corporate America’s Import Costs Spiralling
President Donald Trump’s renewed tariff regime is driving a sharp rise in import duties for U.S. businesses, especially midsize manufacturers. Recent customs data reveal duty bills climbing as high as 30 percent year‑over‑year, adding roughly $12 billion to corporate expense lines. Companies are scrambling to re‑engineer supply chains and absorb higher costs, while some anticipate passing expenses onto consumers. The policy shift aims to mitigate political backlash while maintaining a protectionist stance.
By Financial Times – Global Economy
News•Feb 13, 2026
The Case for a Larger Monetary Regime Shift in the US and Japan
A critical assessment of the Monetary Policy Radar scenarios
By Financial Times – Global Economy
News•Feb 13, 2026
January US CPI Not Weak Enough to Justify Near-Term Cut
U.S. consumer price index for January rose 0.4% from December, bringing the year‑over‑year rate to 3.4%, slightly below most forecasts. Core inflation, however, stayed above the Federal Reserve’s 2% goal, keeping overall price pressure elevated. The modest miss is unlikely...
By Financial Times – Global Economy
News•Feb 12, 2026
US Businesses and Consumers Pay 90% of Tariff Costs, NY Fed Says
Central bank’s research undercuts Trump’s claims that foreign companies will pay for levies
By Financial Times – Global Economy
News•Feb 12, 2026
Scotch Whisky Exports to the US Drop 15% After Trump’s Tariffs
Industry body urges UK government to ‘vigorously’ pursue deals with other countries
By Financial Times – Global Economy
News•Feb 12, 2026
Reflections on (Fed) Regime Change
Thinking through the implications of a Warsh-led US central bank
By Financial Times – Global Economy
News•Feb 12, 2026
The US Cannot Be Trusted to Lead a Critical Minerals Coalition
A worthy goal of creating rare earths independence from China needs a more reliable anchor
By Financial Times – Global Economy