An ever riskier world economy
Trump’s tariff war brings with it unpredictability and a consequent loss of confidence
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The global economy turns out to be more resilient than we had feared
Trump’s tariffs have not led to the kind of retaliatory action many expected
What the world got wrong about tariffs
No economy rises or falls for just one reason, even a shock as big as Trump’s trade policy
Don’t be fooled — everything has changed for the global economy
Damage caused by US tariffs has so far been muted but that won’t last
Lessons from the 1920s and 30s on tariffs and markets
Investors today might be too complacent about the risks to earnings from slower growth and higher inflation
Further uncertainty expected over Trump’s tariff rollout
Wave of US trade levies arrive, Bank of England sets interest rates, and Japan observes 80th anniversary of atomic bomb drops
The frightening world without the dollar
What will the global economy look like if it loses its monetary anchor?