Filtered Community Posts

July 30, 2026

Trump: Tariffs 2.0

July 30, 2026 6:44 AM UTCBy Mike Gallagher

• Replacing section 122 at 10% with section 301 at 10-12.5% is unlikely to have much lasting economic impact in itself. However, the Trump administration are also undertaking section 301 investigation against 16 countries on excess production, with the report and new tariffs expected in August

December 10, 2024

Ethophia Country Risk Remains High

December 10, 2024 4:53 PM UTCBy Mike Gallagher

Ethiopia’s overall country risk rating remains high, with political violence still very high.

Bank Of Canada 50bps on Wednesday?

December 10, 2024 4:40 PM UTCBy Mike Gallagher

CAD focused on BOC, but limited upside scope.

Chart USD Index DXY Update: Gains to remain limited

December 10, 2024 4:24 PM UTCBy Mike Gallagher

The bounce from congestion support at 105.50 is extending

China: Any Lessons from the 1997-98 Asian Crisis?

December 10, 2024 4:20 PM UTCBy Mike Gallagher

Overall, the warning from slow real credit growth on reduced credit supply and demand is the main lesson from the Asia crisis 1997-98. China High FX reserves; low borrowing overseas and dominance of domestic investors in Yuan markets argues against a currency crisis. Asia widespread banking crisis