Janis Kluge
@jakluge
Russia & Economics. Deputy Head of Eastern Europe & Eurasia Division. German Institute for International and Security Affairs @SWPBerlin Picture: Tomek Kowalski
If Trump changes his mind and tries to impose tougher sanctions on Russia, he will find out that it's not easy. The uber-confident rhetoric of Trump's negotiating team is misleading. The US does not have a lot of short-term leverage over Russia. More in my latest op-ed:
El-Erian believes it's better not to push back against Trump out of fear of how Trump might react to resistance. This is the mindset that enables authoritarian rulers all over the world.
Some have asked me to elaborate on my earlier post, so let me start with two hypotheses. The first, and I feel very strongly about this, is that central bank independence is critical for better economic outcomes. It is a core principle that guides my thinking on this issue.…
When you can't see the forest for the trees.
This morning, US government criticism of both Federal Reserve Chair Powell and the institution itself has broadened to include "mission creep" and the effectiveness of other officials. The developments of the last few days reinforce my view: If Chair Powell's objective is to…
Correction: HuaweiSMT likely does not belong to _that_ Huawei, at least I couldn't find an official connection - thanks to @zerkzal for pointing out that this may be the case.
I predict the headlines on trade will be exactly the same in 2027.
LUTNICK SAYS HE IS CONFIDENT WILL GET A DEAL DONE WITH EU
This factory kills Ukrainian civilians.
High-quality images from the Geran-2 factory in Russia. Can you identify those mashines? I think, we are talking, among others, about Tsugami (China) B0325 and some machinery from VPIC (Vietnam).
Trump won't impose 100% tariff on buyers of Russian oil. Lindsey Graham doesn't really believe that, either. He is saying it to achieve something: By pretending to take Trump seriously, he wants to steer the discourse into a direction that forces Trump to at least do something.
Donald Trump will impose 100 percent tariffs on buyers of Russian oil-Lindsey Graham.
If someone wants to dismantle Nord Stream and sell it for scrap: that's still allowed.
This is the end. The Nord Stream saga is finally over for good, 20 years after it was launched by Schröder and Putin.
A smoker: "In two weeks, I will quit smoking!" Two weeks later: "Now I will quit, but two more weeks!" Two weeks later: "I will really quit, but in 50 days!"
Can somebody please explain to Trump that if the FED lowers interest rates for him, it would most likely lead to _higher_ 10year treasury yields and higher rates on mortgages (because of rising inflation expectations)?