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Did Trumpian Tariffs Kill US Investment and Jobs?
No, but economic policy uncertainty probably did.
Sep 18
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Richard Baldwin
7
2
Are We Seeing Peak Trumpian Tariffs?
Economic pain for the middle class and looming midterms threaten Trump’s tariff leverage abroad.
Sep 13
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Richard Baldwin
8
1
Could the EU Repeat China’s Win Against Trump’s Tariffs?
Europe has the leverage to force an escalation and subsequent US tariff climbdown, but “can” doesn’t mean “should.”
Sep 10
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Richard Baldwin
9
1
Why Haven’t Trumpian Tariffs Done More Damage?
About half of US imports are exempt from the headline tariffs.
Sep 4
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Richard Baldwin
16
August 2025
America Walked Off the Pitch: Why Didn’t the World Trade Game End?
The other 85% of world trade is moving past Trump’s disruptive tariffs.
Aug 29
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Richard Baldwin
11
1
Trump Tariffs and the World Trade System
"Way Back Wednesday" repost of my 4 April 2025 Factful Friday.
Aug 28
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Richard Baldwin
4
Is Economic Trumpism Import Substitution Industrialisation 2.0?
A 21st-century revival of a 20th-century mistake.
Aug 23
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Richard Baldwin
23
2
Did an Investment Slump Shrink the US Trade Deficit?
US spending fell more than production rose, so BoP improved.
Aug 14
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Richard Baldwin
10
Are software automation and teleworkers substitutes? Preliminary evidence from Japan
Richard Baldwin and Toshihiro Okubo, May 2023
Aug 13
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Richard Baldwin
8
Is Trump’s trade policy guided by goals or grievance?
The emotional coherence of an economically incoherent policy. A "Way Back Wednesday" repost of 31 May 2025 Factful Friday.
Aug 13
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Richard Baldwin
9
1
Who has Trade Leverage over America?
Leverage on the buy-side and supply-chain side differ greatly.
Aug 7
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Richard Baldwin
8
1
Why is America acting this way on trade?
A globotics shock, a failed social policy, and middle-class fury.
Aug 6
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Richard Baldwin
16
2
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