Me on @bloomberglp.bsky.social Balance of Power w/Joe Mathieu. We covered doubts aroundTrump’s argument that lower rates means costless higher growth, support for Powell, IEEPA tariffs & possibility that “tariff man” pulls back before midterms & Trump-centric Davos www.bloomberg.com/news/videos/...
My appearance on @bloomberg.com Surveillance. Thanks to Jonathan Ferro, Annmarie Hordern & @lisaabramowiczx.bsky.social for a great conversation covering American populism, rhetoric v. reality, authoritarian capitalism, and the midterms. My hit starts at 18:10.
www.bloomberg.com/news/videos/...
My take here in @brookings.edu quick takes on the global implications of the US military operation in #Venezuela. I argue investors may think oil can overcome terrible debt/GDP, but under-appreciate China’s role as spoiler. www.brookings.edu/articles/the...
For years, European officials have been “effectively waiting for a crisis to force themselves to fix widely acknowledged problems,” write @dougrediker.bsky.social and @heidirediker.bsky.social. “Now, they risk doing something worse: wasting a crisis by failing to act as it unfolds.”
@heidirediker.bsky.social & I wrote this in @foreignaffairs.com arguing the EU only acts in crisis but could waste the current transatlantic crisis by failing to make the economic reforms Europe needs to act as a strong global actor. Will they meet the moment? www.foreignaffairs.com/guest-pass/r...
“Europe is in real danger of being sidelined by its most important ally, and its ability to defend itself and secure its future role in the world hinges on its ability to mobilize resources and act collectively,” warn @dougrediker.bsky.social and @heidirediker.bsky.social.
Great to join Joe Mathieu & Amara Omeokwe on @bloomberg.com Balance of Power to talk about prospects for Kevin Hassett as next Fed Chair. Markets seem divided. Some think it’s business as usual & others worry about Fed’s independence & political capture. My hit at 18:22. lnkd.in/eud2Ki6W
Now is a good time to start worrying about Fed dollar swap lines.
on.ft.com/4pPdCOz
@heidirediker.bsky.social and I wrote this for @alphaville.ft.com - US intervention in Argentina sends a worrying signal about politicizing US financial firepower. Are Fed swap lines next? IMF quotas should be increased to prepare for the next crisis. on.ft.com/4pPdCOz
Thanks to the @cfr.org for including me on a great #WorldEconomicUpdate panel hosted by Sebastian Mallaby, along with Alexis Crow and @adamposen.bsky.social on which we tried to make sense of it all... www.youtube.com/live/IJIueNW...
My interview on @bloomberg.com @Balance of Power with the great Joe Mathieu, where we discussed Trade, Tariffs and the Fed.
www.bloomberg.com/news/videos/...
My take in @usnews.com on the opportunity for a third party to change American politics, if it can deny either party a majority in the House and act as king-maker.
www.usnews.com/opinion/arti...
My appearance on Friday on @bloomberglp.bsky.social @bloomberg.com Surveillance where we discussed Trump’s trade policies and IMF week takeaways. My segment at 1:50. youtu.be/FntRKJgpVVc?...
My piece on tariffs for @brookings.edu from December in which I argued Trump threats should be taken seriously and warned of the likely negative impacts to the US and global economy. It’s even worse than I predicted. www.brookings.edu/articles/the...
My @bloomberglp.bsky.social Balance of Power interview today on Trump tariffs, where I ask whether the open questions around tariffs, including: what, when, who, how and why lead to sufficient uncertainty to risk negative economic and strategic consequences. youtu.be/jluPo41X2_I?...
Powerhouse roundtable at @cfr.org with @heidirediker.bsky.social natalie Jaresko and Vlad Rashkovan on #Ukraine reconstruction. www.cfr.org/event/securi...
Great interview with @edwardfishman.bsky.social on @Bloomberg Surveillance covering Russia Ukraine, economic statecraft and sanctions. youtu.be/9sJfDjrDWMA?...
Great interview by @heidirediker.bsky.social on @bloomberg.com Surveillance discussing Russia/Ukraine and opportunities for using critical minerals to entice US support. youtu.be/PE9FA5h3fnc?...
And congrats to the U.K. - Brexit is officially no longer the dumbest 21st century policy decision from a G7 country.
Reposting my @brookings.edu piece from December, warning that Trump was serious about tariffs on Mexico, Canada and China and warning of the consequences. #TradeWar #tariffs The consequences of Trump’s tariff threats www.brookings.edu/articles/the...
I am quoted here on the serious downsides to Trump’s irresponsible tariffs on Canada and Mexico. www.scrippsnews.com/politics/pre... #tariffs #USMCA #tradewar
Always fun to join Sebastian Mallaby, Karen Karniol-Tambour and @adamposen.bsky.social at the @cfr.org World Economic Update this morning in NY. We covered a range of issues, including the Trump Admin policy on tariffs, trade, fiscal, debt, export controls, China, and more. youtu.be/_UIzE_kpN-8
U.S. support is crucial for Ukraine, and it is also a great opportunity for the U.S. in its self-interest. Fabulous piece by @heidirediker.bsky.social - The Art of a Good Deal: Ukraine’s Strategic Economic Opportunity for the United States on.cfr.org/4g8e5W5 via @CFR_org
Flashback: On the eve of his first inauguration 16 years ago tonight, Obama attended a bipartisan dinner honoring his defeated rival McCain. archive.nytimes.com/thecaucus.bl...
President Biden claiming Japan's investment in an American steel company is a threat to national security is a pathetic and craven cave to special interests that will make America less prosperous and safe. I'm sorry to see him betraying our allies while abusing the law.
Trump blew up the initial bipartisan spending deal and then tried to blame Biden. But it didn't work. Instead, dozens of House Republicans blocked his bid to avoid having to raise the debt ceiling in his early months in office. Michael Shear Maggie Haberman www.nytimes.com/2024/12/20/u...
My @bloomberglp.bsky.social Surveillance appearance this am, where AMH and I discussed dynamics around government shutdown, tariffs and European LNG (after Trump threatened tariffs). Great fun and a nice way to end the year before the holidays. Thanks @bloomberg.com youtu.be/GGzXp5dnu_E?...
My @bloomberglp.bsky.social Surveillance appearance this am, where AMH and I discussed dynamics around government shutdown, tariffs and European LNG (after Trump threatened tariffs). Great fun and a nice way to end the year before the holidays. Thanks @bloomberg.com youtu.be/GGzXp5dnu_E?...
My just released @brookings.edu post on Trump tariffs and why, when he says “tariffs are my favorite word and are costless” the threat needs to be taken seriously.
www.brookings.edu/articles/the...
My just released @brookings.edu post on Trump tariffs and why, when he says “tariffs are my favorite word and are costless” the threat needs to be taken seriously.
www.brookings.edu/articles/the...
