Trade

Green Shoots in Global Goods Trade

10/31/2016

It’s early days, but there is some evidence global trade is staging a comeback.

The EU’s Taxing Behavior

09/02/2016

The EU’s recent actions highlight the increasingly hostile reaction to free trade.

30 Years of Trade Deficit Fears

06/15/2016

How a trip to the library gutted a certain economic myth.

Trade Trumps Protectionism

03/14/2016

Contrary to Presidential candidates’ and pundits’ claims, a trade war likely would wreak economic havoc.

The Yuan’s Symbolic Ascent

11/17/2015

The IMF adding the yuan to the SDR will not dethrone the dollar as the world’s preferred reserve currency.

On “Currency Manipulation,” US Trade and Stocks

11/12/2015

Currency moves just don’t have much influence on trade. 

Pacific-Rim Politicians Play ‘Let’s Make a Deal’

10/05/2015

Trade negotiators finalized the Trans-Pacific Partnership on Sunday, but hurdles still remain.

So Long, TPP?

08/05/2015

If the Trans-Pacific Partnership bites the dust, will other big trade deals falter, too?

Japan: Rising Sun or False Dawn?

07/24/2015

Rekindled optimism over Japanese stocks seems premature.

It’s the Slow Lane for TPP

06/15/2015

So-called fast-track Trade-Promotion Authority legislation hit the skids Friday, when the House rejected a related bill, hampering US involvement in the Trans-Pacific Partnership.

Why US Q1 GDP’s Potential Negative Flip Is Positive

05/07/2015

Trade surged in March, triggering confused growth fears.

Will Free Trade Ring the Pacific?

04/23/2015

Should investors hold their breath for a sealed deal on the Trans-Pacific Partnership?

A Slightly Less Bumpy US / China Trade Relationship?

04/20/2015

We believe the biggest news out of China this week wasn’t more mini-stimulus or margin crackdown.

Gauging the Global Economy in August

09/05/2014

A slew of global economic data alludes to growth continuing nicely as the summer wound down.

A Slightly Refined, But Still Crude Export Ban

06/27/2014

Do recent rulings allowing US oil producers to export lightly refined crude mean the ban on US crude oil exports is about to go bye-bye?

Meanwhile, Outside of Ukraine…

02/25/2014

While the world focused on the Ukraine and other political happenings globally, free trade talks took a step back.

We Are the World

12/10/2013

In Bali, 159 countries reached a global agreement seeking freer trade. A noble objective, but such broad agreements are generally less workable and effective than narrower, more specific and actionable deals.

China’s Reacceleration

10/21/2013

Chinese GDP reaccelerated in Q3, providing more evidence of a faster-growing world economy.

Shanghai’s Fascinating Free-Trade Zone

09/30/2013

China’s newly implemented free-trade zone will open Tuesday, but only time will tell whether it contributes to the country’s growth. 

Trade Winds

09/05/2013

For many investors, July’s trade report may fuel worries of slowing growth. But in our view, it paints a healthier picture.

Chinese Trade Chatter

08/09/2013

Chinese July trade data pleasantly surprised many investors by trouncing expectations and June’s figures—but is there more to the story?

Trading Up?

08/07/2013

June’s trade report is getting applause, but not for the reasons it should.

China’s Trade Blues

07/11/2013

Chinese trade data disappointed in June, but a closer look suggests a hard landing remains unlikely.

Free Trade!

07/09/2013

New/pending China-Switzerland and US-EU free trade deals aren’t instant economic fixes, but they should be longer-term positives and tailwinds for global stocks.

How Do You Protect Free Trade?

06/18/2013

In theory and in practice, protectionism limits trade and growth—so for best global economic results, we suggest limiting protectionism and protecting free trade.

Solar Wars: A (Un)Renewable Hope?

05/22/2013

Over the last few years, it seems governments have been putting more energy into protecting the solar panel industry than the panels themselves produce.

The Ken Fisher Perspective on NAFTA’s 19 Years

12/11/2012

In honor of NAFTA’s 19th birthday, a brief look at the myriad benefits of free trade.

The Tie That Binds

11/20/2012

At this week’s ASEAN and East Asian summits, free trade talks trump territorial disputes.

Japan and China’s Island Tug-of-War

10/23/2012

Japan and China’s land dispute may have some short-term economic impact, but it shouldn’t derail global growth.

Trade Tussle

09/18/2012

The US and China’s trade relationship got a bit frostier Monday, but minor spats between the two haven’t much impacted bilateral trade over the past decade.

A Trade Tiff and Wine Whine

08/22/2012

China, the US and the EU took to finger-pointing over subsidies and protectionism on Tuesday.

Protectionism, Patriotism and Politicking

07/19/2012

Recently heightened protectionist rhetoric is worth watching—though commonly prompted by politicians and patriotism, as opposed to well-reasoned economic logic.

Trading in Myths

07/12/2012

Wednesday’s US international trade report provides data contradicting a few widely held myths.

Weighing Tuesday’s Follies

06/27/2012

A roundup of Tuesday’s more head-scratching developments.

A Broader Perspective on Trade

06/11/2012

The US trade report showed monthly dips in both imports and exports. Let’s add some perspective to the data.

Debatable Data Doldrums

06/01/2012

US revised GDP was released Thursday to some consternation. And a brief update on US energy industry developments.

Bogotá Beginnings

05/17/2012

Tuesday marked the beginning of a new era in US–Colombia trade relations—one that likely benefits both sides.

A Trying, Yet Worthwhile, Transition

05/03/2012

European carmakers recently balked at heightened competition from their South Korean counterparts. Though possibly uncomfortable in the interim, the economic benefits that ultimately result from the competition are worthwhile.

Another Step on Kashmir’s Silk Road

04/16/2012

Recent trade talks between Pakistan and India seem to be bearing fruit in ways unimaginable just a decade ago.

Around the World in Manufacturing

04/03/2012

As global manufacturing continues expanding broadly, regional reports highlight some interesting happenings around the world.

Around the World in Manufacturing

04/03/2012

As global manufacturing continues expanding broadly, regional reports highlight some interesting happenings around the world.

A Private Post and a Practical Partnership

03/28/2012

Some interesting, free-market oriented developments in Japan may be afoot.

Today’s Beef With Government Regulation

03/21/2012

Tuesday’s news review revealed some interesting—if frustrating—global government regulations.

The Politics of Preferential Purchasing

03/20/2012

Despite some protectionist politicking, EU trade is getting freer.

A Surplus of Deficient Thinking

02/13/2012

Trade data rolled in from many parts of the world globally. And they were met with typical deficit-and-surplus rhetoric.

Talking Tokyo

12/28/2011

Japan’s been quite busy the last few days—here’s a quick rundown of some primary stories.

The Grinch Who Stole Free Trade

12/22/2011

Tuesday, South American leaders did their best to mar what had so far been a pretty stellar year for free trade—but are they likely to achieve their aim?

Revving the Trade Engines

12/15/2011

China announced new tariffs on US-made cars Wednesday—in our view, an incremental step in the wrong direction for all involved parties but not likely terribly impactful.

Korean Kerfuffle

11/30/2011

After a classic parliamentary brawl, South Korea’s National Assembly ratified the US-Korea free trade agreement.

Racing Towards Zero

10/17/2011

Last week, slow developments on US free trade gave way to action—on more than one front.

Freeing Trade

10/04/2011

Long-stalled free trade agreements with South Korea, Colombia and Panama appear set to move forward—an incremental positive for the US.

Trade Deficit Trifles

09/09/2011

Ignore trade deficit rhetoric. Total trade is a better way to view the strength of the growing economy.

The Politics of Fear

07/27/2011

White-hot, fear-based rhetoric is flying around the debt ceiling as politicians try to sell their positions. And, some links.

Fisher Investments Perspective: The Yin and Yang of Chinese Trade

07/15/2011

Some criticize Chinese yuan policy as a contributor to our trade deficit. But let’s review the underlying assumptions.

Spend and Trade

06/29/2011

Though positive global developments are getting short shrift, they do exist today.

Below the Radar

06/20/2011

If it’s risks you’re assessing, it’s a mistake to stop at headline news.

Make a Trade for Trade

05/18/2011

Pending FTAs with Panama, Colombia and South Korea are caught in yet another political battle.

Capital Wanted: Invest Within

05/13/2011

Chinese investment abroad seems set to rise in the coming decade, bringing desirable capital—and undeserved fear.

A Torrent of Free Trade

05/06/2011

The recent destruction of trade barriers, which seems poised to continue, is a move we heartily applaud.

Global-phobia

04/18/2011

Fears of China’s fast economic growth—which continued in Q1—are misplaced

The Totality of Trade

04/12/2011

China reported a trade deficit in Q1 2011, but despite that, both Chinese imports and exports rose—a desirable overall increase in trade.

A Triumph for Trade

04/07/2011

Contrary to protectionists’ claims, free trade agreements give American companies a fighting chance in an increasingly competitive global marketplace.

When 777.7% Doesn’t Equal Growth

02/22/2011

Japanese protectionism plays a large role in the country's economic malaise. But reforms—including greater openness and free trade—could help buoy economic growth.

Egyptian Flip-Flop

02/11/2011

Unrest in Egypt continues, but don't overestimate its potential to impact global markets.

Reap What You Sow

01/13/2011
The latest data shows the Chinese government is still trying to find the right balance between growth and too-fast growth.

Cutting the Cord

12/29/2010
China cut rare earth export quotas again, but the reduction does not appear particularly spiteful.

Creativity Counts

12/17/2010
Protectionist measures endanger prosperity—and are often based on misleading official data. 

A Rising KORUS

12/07/2010
The US and South Korea finalized a renegotiation of their 2007 trade agreement last Friday.

A Round of Thanks

11/26/2010
MarketMinder is thankful for a quite a few things this year.

Trade Talks

11/09/2010
The G-20 summit in Seoul isn't until Wednesday, but the political back-and-forth has already begun.

Protectionist Hot Air

10/08/2010
This year's wave of free trade agreements shows cooperation among nations is increasing, despite recent protectionist headlines. 

Yen-tervention

09/16/2010
Japan intervened in currency markets to help its exporters—but will intervention have the desired results?

Trading Up

08/12/2010
Trade up a focus on the trade balance for one on overall trade levels.

Lopsided Trade

11/19/2009
Concerns about the US-China trade imbalance are overwrought. Historically, trade deficits haven't held back the US economy and stock market—and likely won't now.

Minor in the Key of Kerfuffle

09/16/2009
Scaled historically, today's trade kerfuffles are minor—but we like that so many are paying attention.

Lights, Camera, Renminbi

07/07/2009
The Chinese renminbi is starring in a new role: Trade settlement currency.

Everything in Its Right Place

08/25/2008
Many assign undue weight to the successes or failures of international organizations. But sovereign nations will do as they please, and failure to reach wide consensus doesn't mean globalization's end.

Don’t Demonize the Deficit

08/18/2008
Earlier this week we noticed the re-emergence of a classic investing myth. Folks hailed the trade deficit shrinking on growing exports as good news.

Let the Games Begin!

08/07/2008
On the eve of the Beijing Olympic Games, it's a good time to reflect on the value of competition and trade—athletic and economic.

A Midsummer Night’s Dream

07/08/2008
The annual Group of Eight summit will likely amount to little more than illusions.

Trade Liberalization Grudge Match, 2008

07/02/2008
A showdown between Nicolas Sarkozy and Europe's trade commissioner threatens to turn world trade talks upside down.

Hello GMOs

05/09/2008
Once foodstuff fodder, countries are suddenly turning to genetically modified organisms (GMOs) due to rising food prices concerns.

Free Love

04/08/2008

Free trade spurs global growth and helps keep prices in check—both good things. Congress should remember that as they debate a free trade act with Colombia.

Imagine: The Gaia Economy

11/23/2007
Globalization has made iconic baby-boomer utopian images of world unity closer to reality than ever.

Free Markets...Anyone? Anyone?

08/01/2007
Would Ferris Bueller approve of Chinese tariffs? We think not.

Whoop Whoop Whoop

03/07/2007
The incompetence of government-run systems cannot be overstated, and we cannot belabor that point enough.

More Connected Than It Looks

12/05/2006
We've written often on this page about the importance of trade and the interconnectedness of the global economy, and how in turn these promote greater total economic growth.

Trade Deficits Pop Quiz

10/13/2006
Pop-quiz time! (Don't worry, this won't go on your permanent record.

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