How the Trump administration is using tariffs as a negotiating tool to weaken the U.S. dollar and increase the global competitiveness of U.S. manufacturers. Topics covered include: Why U.S. stocks are falling, and recession risk is increasing How the U.S. dollar as the reserve currency is becoming a burden on the U.S. How the Trump administration aims to reduce its trade deficit and make it less attractive for foreign governments to own U.S. assets What are the risks of … [Read more...]
233: Is An Emerging Markets Crisis Imminent?
What is the cause of the economic crisis in Argentina and how likely is it that other developing nations will experience a similar financing crisis. Photo by Andrea Leopardi In this episode you’ll learn: What has led to successive economic crisis in Argentina. What is a funding crisis. What is a current account deficit. Why emerging market countries are in a better financial position then decades ago. Show Notes A Century of Decline - The Tragedy of Argentina - The … [Read more...]
218: Is China or the U.S. More Vulnerable?
What are the headwinds facing China that could slow economic growth, but still could lead to China growing faster than the U.S. Also, what is going on with Turkey and are other emerging market countries vulnerable to the same plight? Photo by Hanson Lu In this episode you’ll learn: What are valuation differences between the U.S. and China..What is a balance of payment crisis.What is driving the current economic crisis is Turkey.What headwinds does China face that make it more … [Read more...]
