My estimates of equity risk premiums, updated every month, are not designed to make big statements about markets but more to get inputs I need to value companies. The biggest winner from globalization ...
The contrast with the United States is striking. Under Trump, Washington relies heavily on tariffs and confrontation to ...
For years, "globalization" has been blamed for shuttered factories, stagnant wages, and political anger across the American heartland. Yet the data and the policy record point to a different story: ...
The layering and reconfiguration of connectivity is underway. History warns that declaring the end of globalization too early ...
Vice President JD Vance spoke to the "American Dynamism Summit" in Washington on Tuesday morning about the "two conceits" of globalization that led to the collapse of American manufacturing. "The ...