Thursday, February 26, 2026

Trump tariffs are here to stay- Navarro

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The US administration has been going out of its way to emphasise that the Supreme Court judgement striking down tariffs imposed by President...
Wednesday, February 18, 2026

Indo-US trade deal: India's problem is not the current account but the capital account

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Much of the analysis of the Indo-US trade deal centres on what India has gained or lost in terms of trade. But the point about the deal is n...
Tuesday, February 17, 2026

Marco Rubio at Munich: the West versus the rest?

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US Secretary of State Marco Rubio's impassioned speech at the Munich security conference a few days ago lays out very clearly what the ...
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Thursday, February 05, 2026

Indo-US trade deal: some preliminary thoughts

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It's a trade deal, not an agreement. The broad contours have been agreed between PM Modi and President Trump. Now the details have to be...
Sunday, February 01, 2026

How Kevin Warsh got selected

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I had a post yesterday on Kevin Warsh, the new appointee for Fed Chairman.  By way of post-script, I want to write about the process follow...
Saturday, January 31, 2026

What do we make of Kevin Warsh, Trump nominee for Fed chief?

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Give credit where it's due. President Trump's appointee as Fed chief, Kevin Warsh, is exceptional talent- and he is nobody's sto...
Sunday, January 25, 2026

Trump is right, the US economy is booming

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  At Davos, President Trump said: Growth is exploding, productivity is surging, investment is soaring, incomes are rising, inflation has bee...