Dan Steinbock
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Dr. Steinbock is Guest Fellow of Shanghai Institutes for International Studies (SIIS). He also has affiliations with think-tanks focusing on the United States, Europe and India. For more see: http://www.differencegroup.net |
August 1, 2017
- The myths and realities of Duterte’s infrastructure initiative
- A huge upgrade of infrastructure is vital for the Philippines' economic future. That's why it is contested by entrenched interests, including foreign powers. This is the first in a series of occasional commentaries about the Philippines' transformation from an international viewpoint.
July 26, 2017
- Trump's 'First America' trade frictions are about to begin
- After the US-Sino Comprehensive Economic Dialogue, trade issues are alienating not only China and America’s NATO allies – but its NAFTA partners, Canada and Mexico.
July 19, 2017
- US steel policy may trigger a global trade conflict
- As the White House seeks to turn steel imports into a national security matter, the issue is alienating not only China but also the United States' NATO allies.
July 17, 2017
- Why jobs growth no longer induces wage growth
- As the Fed’s continued tightening tends to suppress growth in emerging economies, US labor market may not be as strong as recent reports suggest.
April 26, 2017
- 'Buying American' and losing America
- Despite "America First" pledges, they may leave America second across attractive industries over time.
April 21, 2017
- Political risk, local pricing returning gold’s lustre
- Viewing gold from an exclusive dollar perspective effectively ignores the benefits that global investors — particularly those in emerging economies — derive from adding gold to their portfolio.
April 10, 2017
- Dollar and Chinese currency: mysteries revealed
- The problem in the US/RMB exchange rate is not the alleged currency manipulation in China (or elsewhere). Rather, US twin deficits cast a long, potentially dangerous shadow over the US economy, which no longer justifies a strong dollar.
March 2, 2017
- Why White House versus Fed leads to uncertainty
- To implement his US$1 trillion dollar infrastructure plan, President Trump needs low rates, even though the Fed’s rate hikes will strengthen dollar. That means new uncertainty worldwide.
February 7, 2017
- Trumpin' and thumpin' back to the 1930s
- With the Trump White House, America and a global economy will enter a highly divisive period — as evidenced by the debate about his economic, trade and infrastructure plans.
January 23, 2017
- Trump's protectionism has historical precedent
- US President Donald Trump has begun to reset the White House trade policies. But the consequences of his "America First" stance could be disastrous.
