Pence’s speech lays out The Trump Doctrine – it’s definitely not a “truce.”
On the Margin
On the Margin: China – A Cold War with Benefits
Friday, October 25, 2019
On the Margin: China Trade Talks at the Edge of Chaos
Tuesday, February 19, 2019
Don’t worry. In trade talks, chaos is a good thing.
On the Margin: True Fake News on China Trade
Friday, January 18, 2019
Done deal? China has already conceded everything. Now Trump can ask for more.
On the Margin: Well, We Said “Brace Yourself”
Wednesday, December 5, 2018
A US/China trade deal will be done. For 90 days volatile markets will be told it won’t.
On the Margin: In the Beginning was the Word "Framework"
Friday, November 16, 2018
Ross says expect “only” a China trade framework. That means expect a framework.
On the Margin: China Sees the Cliff
Friday, October 19, 2018
Fear drives China to admit it is “currently in contact”
On the Margin: Italy's October Surprise is Here
Tuesday, October 2, 2018
The “government of courage” is back
On the Margin: Eerie Calm in China and Italy
Monday, September 24, 2018
All Complacent on the Eastern Front; Government of Confusion
On the Margin: China’s Scariest Fragility
Monday, August 6, 2018
The Thin Red Line
On The Margin: Powell the Non-Independent, Pro-Growth Italeave
Monday, July 16, 2018
Powell Doth Protest Too Much; Hey Siri, Will There Be an Italian Debt Crisis?