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Talking points
The “global rollercoa
The “good news” now being heralded by the US media and the administration: the take from tariffs surged to $31bn in August, setting new monthly high for 2025. Secretary of the Treasury Scott Bessent s
Issue of the week: the battle for the ...
A month ago, analysts were predicting that S&P 500 earnings growth for the second quarter would come in at a sluggish 5% year-on-year, says Sam Goldfarb in The Wall Street Journal. The spring period w
engelsbergideas.com Trade conflict and coercion, protectionism and industrial policy, and broad definitions of national security are now increasingly familiar features of the fragmenting global order
“We’ll have a majority [on the Federal Reserve Board] very shortly… People are paying too high an interest rate… We have to get the rates down a little bit,” says Donald Trump. The US president isn’t
Issue of the week: Trump’s truce with China ...