Can global resilience trump disruption?
The world’s economy has managed to withstand a great deal of chaos, but new IMF forecasts show that things could get worse
The world’s economy has managed to withstand a great deal of chaos, but new IMF forecasts show that things could get worse

Trump’s tariffs have not led to the kind of retaliatory action many expected

The contradictions in economic signals can still hold lessons for investors

Damage caused by US tariffs has so far been muted but that won’t last

They lie at the intersection of almost everything that matters in geoeconomics and geopolitics

Policymakers must overcome the mercantilist fallacy that the way to get rich is by running surpluses forever

Trump’s tariff war brings with it unpredictability and a consequent loss of confidence