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: Show Notes Stock Market News, March 10, 2025: Nasdaq Falls 4% After Trump Doesn't Rule Out Recession by Caitlin McCabe and Krystal Hur—The Wall Street Journal Trump Says US Economy Faces ‘Transition,’ Avoids Recession Call by María Paula Mijares Torres—Bloomberg Is the U.S. Heading for a … [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. In this episode you’ll learn: Show Notes A Century of Decline - The Tragedy of Argentina - The Economist Pundits Predicting Panic in Emerging Markets - Chris Brightman, Michele Mazzoleni and Jonathan Treussard - Research Affiliates Episode Sponsors Policy Genius Episode Summary Host David Stein walks through 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? 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 vulnerable. Show … [Read more...]
