Category Archives: Economic fundamentals

Tariff Turmoil and the Money Markets: Yet Another Rescue Coming

In Treasury markets, there are no libertarians, only grateful recipients of single-payer insurance for ailing financiers.

Michael Hudson: The Secret Deal That Started a Global Economic War

Micheal Hudson explains how Trump’s tariffs are yet another device to force countries to accept poilcies that benefit the US.

Anchored in Troubled Waters: Why European Union and Eurozone Membership Is Less Bad Than You Might Think

An analysis shows how the EU and Eurozone buffer some economic shocks.

China Is on Its Way to Becoming World’s First ‘Electrostate’

The implications of China leading in the proportion of electricity its energy use and pursuing even more electrification.

A Harbinger? Tech Jobs Plunge in San Francisco & Silicon Valley Brings Condo Prices Drop Back to 2015, Single-Family Home to 2018

Software hiriing has been falling for years, and is finally affecting the economies in its heartland, San Francisco and Silicon Valley.

Ideology-Driven, Inflationary Trump Tax and Tariff Policies Losing War With Bond and Currency Markets

ump’s trade, tariffs and tax schemes are already starting to come apart. And he seems to have no Plan B.

Shanghai’s Liberation Daily Interviewed Michael Hudson: The Trade Conflict Has Brought Irreversible Impacts, Trump Is Compromising Himself

A look at the US’s flagging economic model and how the Trump trade war will affect the US, China, and other counties.

Despite China’s Warning, US Has Opened New Front in Trade War with Investment Restrictions in UK Pact

Trump made a big retreat on his China tariffs. But a second gambit, investment restrictions to isolate China, is already giving China fits.

What The Endgame in Gaza Means For Middle East Security And Oil Prices

Netanyahu plans another aggressive incursion into Gaza, intended as a Final Solution of sorts. Is a retaliatory oil embargo a real risk?

They Looted Companies — Now They’re Looting the Government

Poor and self-serving corporate oversight practices are going bigger and badder as they are taken to government.

“The US Trade Deal Is a Bad Deal, and It Has the Potential to Get Worse”

The first US trade “deal”, with the UK, looks as ugly as one might have expected.

Martin Wolf’s “The old global economic order is dead”

A look at two factoids in a new Martin Wolf article illustrate why our economic mess seems intractable….and not just for the feckless US.

Roaring Tariffs: The Global Impact of the 2025 US Trade War

A model of the economic effects of various tariffs war scenarios shows even the likley “least bad” outcome is stilll pretty bad.

Distributional and Macroeconomic Effects of Trump 2.0: The Rich Get Richer and the Poor Get Poorer

The likely outcome of Trump policies are a recession, a rise in inequality, and a further fall in living standards of working and middle-class Americans

Trump’s Neverending Tariffs War? Proposes 100% Tariffs on Foreign Movies; De Minimus Exclusion Ends, Hurting the Poor; Financial Times on Tariff Evasion, Official and Via Trans-Shipment

A battlefield update on Trump’s tariff wars.