Tariffs and the Mar-a-Lago Accord: What Trump Really Wants
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 trying to weaken the U.S. dollar
Episode Sponsors
Delete Me – Use code David20 to get 20% off
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Show Notes
A User’s Guide to Restructuring the Global Trading System by Stephen Miran—Hudson Bay Capital
Wonking Out: The Mysteries of the Almighty Dollar by Paul Krugman—The New York Times
On the Persistence of the China Shock by David Autor, David Dorn, and Gordon H. Hanson—NBER
Manufacturing, value added (% of GDP)—World Bank Data Group | Prosperity Data360
Two cheers for Germany’s fiscal reform by Neil Shearing—Capital Economics
Related Episodes
404: Why Is the U.S. Dollar So Strong? Will It Continue?
322: Why Currency Exchange Rates Matter
See Privacy Policy at link and California Privacy Notice at link.
Tags
Recent Posts