Articles 

Trade War: Trump's response to Chinese retaliation over U.S. tariffs was to threaten an additional US$200bn. Even while the tensions ratchet up – Treasury Secretary Mnuchin says that there are no talks taking place – the ZTE let-off continued. Even as...

U.S. Trade: Trump appears (for the moment) to be conducting useful dialogues with the EU (Kudlow – Director of the National Economic Council – expects announcements within 30 days) and Mexico (the incoming negotiating team appear ready to deal around a...

Turkey: the spat with the U.S. worsened – with symbolic Turkish retaliation against two American officials met with an increased tariff on Turkish Steel (50%) and Aluminum (20%) exports to the U.S. The lira went into freefall and was not helped by the finance...

Turkey: the argument with the U.S. deepened, with the Trump team ready to up the ante if the American Pastor is not released. Vice President Pence and other officials played to the evangelical base over the matter. The lira continued to plunge, even after steps were...

North Korea: the lack of progress after the Trump-Kim summit has been increasingly apparent. After appointing a highly experienced Special Representative to North Korea Trump then abruptly cancelled Secretary of State Pompeo’s forthcoming trip to Pyongyang....

NAFTA: the bilateral talks with the Mexicans yielded a deal which the U.S. could accept – rules of origin requiring 75% (up from 62.5%) of the content in autos to be from North America, 40-45% of content to be made by workers earning at least US$16/hour, a...