John Ing
John Ing Articles
President Donald Trump hailed the trilateral USMCA agreement as “historic news”, fulfilling a promise to scrap the worst trade deal ever. Yet after 13 months of difficult negotiations, the largely cosmetic NAFTA 2.0 increases American cars...
Amid the politics and symbolism, Mr. Trump has weaponized the US dollar causing it to soar but risks a borrowing shock for half of the world. Once tweeting the dollar is too strong, he now revels in its strength using it as a bully stick...
In essence, if you are going to war, make sure the costs of war is borne by the enemy, not your own people. Instead of saying, “trade wars are good and easy to win”, Mr. Trump would be wise to follow the ancient general’s advice. Winning a...
A polarizing Republican in the White House. War protests in the streets. An unqualified President. Donald Trump? No, Ronald Reagan who fundamentally changed politics, maybe forever. And, what of the current occupant? From tax reform to...
As if the world economy isn’t fragile enough, it appears that we are on the brink of a trade and currency war, compounded by a protectionist reversal of globalisation that could sink the dollar which already has lost its traditional safe...
In January the stock market recorded all-time highs in its strongest start since 1987, as investors gave a “thumbs up” to the Trump growth agenda of massive tax cuts, infrastructure spending and a loosening of regulations. Business too...
America itself has become the largest bubble in economic history. The progression of bubbles from equities, to corporate credit, classic cars, Da Vincis to bitcoin, have expanded in scope and risk becoming an insidious process. Today,...
After a decade of monetary laxity, money and even bitcoins, fiat currencies have become a market commodity like tulips during the 1687 Dutch mania. Bitcoin has become an investment mania, made for the times and the craze has dwarfed the...
Mr. Trump will replace Chairperson Yellen next February. Good. The job is responsible for safeguarding the US economy and the Fed is a source of global financial stability or recently instability. Yellen viewed inflation a bit of a “...
Phelps vs shark, Mayweather vs McGregor, greenback vs gold? No contest. Gold wins. Eight years after the global financial crash and despite fears of tightening, stock markets are near historic records. So much liquidity was pumped into the...
