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
China, Japan and the EU are defying Trump’s trade policies – and are getting away with it, Michael Ivanovitch writes.
Germany should stop bossing around European countries benefiting from Chinese investments, Michael Ivanovitch writes.
The trade war talk has little meaning in a case where parties to the dispute know that could not possibly be the solution to the problem at hand. Trade disputes are minor issues in the challenges to America's world order.
The tough U.S. trade stance will flow back to more purchases of American goods and investment from trade partners for a higher growth path.
Trade surpluses for China and the European Union with the U.S. need to be trimmed to bring stability to the world economy.
Germany now wants to reassert its control over a splintering community of nation states, Michael Ivanovitch writes.
There are new dynamics in Washington's attempts to move beyond the terms of the Korean armistice, Michael Ivanovitch writes.
The Federal Reserve’s task is complicated by unfolding fiscal and trade policies. Will it err on the side of caution?
Don't tangle with the ECB's "whatever-it-takes" Maestro Draghi, Michael Ivanovitch writes.
We're witnessing an asset repricing to reflect inflation expectations in an economy driven by excessive stimulation.