In case you missed it: De-throning the king

President Trump's tariff wars have produced an unintended consequence: a stronger US dollar. Is there anything he can do to stop the rally and is 'fair' trade even the answer to the US's burgeoning trade deficit? Meanwhile, as Nafta talks show signs of progress, Trump finds a new bugbear in South Africa. Here's how we think it'll all shake out

In this bundle

Dethroning the King: Five ways Trump could weaken the dollar

Can President Trump instruct the US Treasury to intervene in FX markets and weaken the dollar? Twelve months ago, we wouldn't have even considered…

United States

Trade

Making trade ‘fair’ won’t do the trick for Trump

Tariff wars don’t address the real drivers of the US trade deficit, and US policy is on track to increase, rather than decrease the US trade…

China

Trade war: China retaliates but with a punchier list

China’s decision to include automobiles in the retaliatory tariffs list is a more aggressive move than we expected, but for now the real concern is…

South Africa

South Africa: Trump’s unwelcome attention

President Trump’s foreign policy tirade has turned in a surprising new direction: South Africa. His concerns over threatened land expropriations…

Canada

Nafta talks progress but sticking points remain

A 'handshake' deal between the US and Mexico is reportedly within touching distance, raising the possibility that Canada could rejoin talks. But…

Sweden

Sweden: How long can the good times last?

The Swedish economy has held up surprisingly well in the first half of 2018. We still think a slowdown is coming though

Sweden

Swedish elections: Muddy waters

Swedes go to the polls on 9 September. The election result looks likely to be messy. While Sweden’s economic fundamentals and institutions are…

Brazil

Expect more voter volatility ahead of Brazil’s presidential election

Latest opinion polls suggest Brazilian voter intentions have been remarkably steady in recent months. That could change given the high level of undecided…