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The White Flag in Trade Wars
It turns out trade wars are not so easy to win. The Trump administration has had no real success with China, Canada and Mexico, and is in no
Uncertainty Abounds
A lack of certainty makes life more complex for most people. Unfortunately, uncertainty is to be found everywhere one looks at present.
Forecasting is a Walk on the Wild Side
We have previously highlighted the difficulty of running economic forecasting models that cannot absorb the wild deviations caused by geo-po
The Reality of a Trade War
The reality of the Trump administration’s concerted attack on trade and its linkage of trade to the U.S. deficit is finally beginning to...
The Full Impact of Tariffs on Trade Volumes is Yet to Come
The back-and-forth incremental increases in US import tariffs and retaliations against US exports continued through July and into August....
Trade Policy Changes Not Reducing Trade Yet
The risk of new US trade policy having rapid impacts on US container trade volumes this year seems to have dissipated some in April. The...
The Trade War is Real and it Hurts
There is nothing good about a trade war. It is a vicious circle of retaliation where there are no winners, only losers. President Trump...
Victims of the Trade War
The first victims of the Administration’s trade war will be ocean carriers, ports, terminals, truckers, and railroads. There are seldom...
Impact on Container Trade of New U.S. Tariffs on Imported Metals
Do the new US steel and aluminum import tariffs threaten the baseline forecasts of US import container volumes this year? That question...
The Threat of a Trade War
Fixation on the negative balance of payments in trade has created a clear and present threat to global trade. What started out as an...
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