Dr. Michael Ivanovitch is an independent analyst focusing on world economy, geopolitics and investment strategy. He served as a senior economist at the OECD in Paris, international economist at the Federal Reserve Bank of New York and taught economics at Columbia Business School.
Follow him on Twitter: @msiglobal9
Donald Trump will find that Europe is increasingly confident on its politics and economy.
German and France will work to remain anchors of the euro zone, but a fiscal union is likely a distant goal.
The U.S. is engaged in a war of words on trade and needs to back up its language with "smart" diplomacy, Michael Ivanovitch says.
U.S. President Donald Trump need to get his bearings back on trade policy, Michael Ivanovitch says.
The Fed's huge bond purchases have cowed, for the time being, the proverbial bond market vigilantes.
Following China's millennia-old social customs, its large delegation did not come to Florida last week empty handed.
The four economies that accounted for 81 percent of America's trade deficit last year sold $943.3 billion more goods than they bought.
The Fed has been expanding its balance sheet – big time – by buying a huge amount of assets in exchange for cash to reassure equity and bond traders.