Udit Misra is Senior Associate Editor. Follow him on Twitter @ieuditmisra
May 02, 2025 09:34 IST
US companies such as General Motors, Harley-Davidson and Hershey have all slashed profit forecasts or indicated rising costs in view of tariffs kicking in. All this came on a day when there was more bad news on the macroeconomic front.
Fri, May 02, 2025May 01, 2025 11:47 IST
This is the first set of hard data that has shown that the world’s largest economy is not doing as well under President Donald Trump as it was doing under President Joe Biden
Fri, May 02, 2025April 30, 2025 11:59 IST
Trump first 100 days report card: There is a growing divergence between soft data (read opinion surveys etc.) and the hard data (actual observed numbers) in the US. While the hard data is better than the soft data for the period until March end, there is a caveat when reading the hard data.
Wed, Apr 30, 2025April 29, 2025 11:18 IST
A UK-EU trade deal would be a turnaround for the two economic regions after the fractures of Brexit in 2016 and is yet another way that Trump’s tariffs are re-shaping the global economy.
Tue, Apr 29, 2025April 26, 2025 11:52 IST
Trump Tariff Analysis: Donald Trump has claimed to have already signed 200 trade deals. To be sure, there are only 195 recognised countries according to the United Nations
Sat, Apr 26, 2025April 25, 2025 09:33 IST
Trump Tariff Analysis: Amid the possibility of the US de-escalating its tariffs on China, a Chinese spokesperson denied any talks or negotiations between the countries on the levies. How did the markets react to this?
Fri, Apr 25, 2025April 24, 2025 09:30 IST
Trump Tariff Analysis: Trump dials down on firing Powell, Treasury Secretary makes telling remarks about India, World Bank and IMF. All you need to know.
Thu, Apr 24, 2025April 23, 2025 09:05 IST
The IMF states that the “first priority should be to restore trade policy stability and forge mutually beneficial arrangements”. On that front, however, there was less actual movement and more assurances.
Wed, Apr 23, 2025April 22, 2025 10:05 IST
In essence, investor confidence in the management of the US economy continues to plummet. That is why they are either selling shares (if they are in the stock market) or selling US government bonds (if they are in bond markets).
Wed, Apr 23, 2025April 18, 2025 08:14 IST
The European Central Bank has cut rates in the hope that lower borrowing costs will boost economic activity in the Eurozone area. But the circumstances in the US are different. And can Trump actually punish Jay Powell for the faulty economics that his own policies have thrust on the world?
Fri, Apr 18, 2025April 17, 2025 09:23 IST
US Tariff Effects On Markets: If US cues are anything to go by, investors can expect more weakness in the Indian markets as well. The slide in the stock markets was not helped by the comments of US Federal Reserve Chairman Jay Powell. We break down the latest effects of the Trump tariffs.
Thu, Apr 17, 2025April 17, 2025 07:45 IST
China’s GDP growth in the months of January, February and March exceeded the expectations that most analysts had. However, these data do not show the adverse impacts of Trump’s trade tariffs.
Thu, Apr 17, 2025April 11, 2025 17:41 IST
Trump’s tariffs have sent the value of the US dollar plummeting. This is similar to what happened to the UK pound in 2022 after then Prime Minister Liz Truss unveiled her bold mini-budget
Sat, Apr 12, 2025April 04, 2025 06:58 IST
When Donald Trump first spoke about reciprocal tariffs, his idea was fairly straightforward: the US would simply levy the same tariffs on imports from a particular country as the tariffs levied by that country on imports from the US.
Fri, Apr 04, 2025April 03, 2025 08:39 IST
Several countries with low per capita incomes have been hit by the highest tariffs. The tariffs will almost certainly have very significant economic consequences for the US and the rest of the world. There could be high inflation, slower growth, and worse. Here’s how.
Sun, Apr 06, 2025March 31, 2025 06:30 IST
Given the lack of clarity around Trump's impending imposition of tariffs on multiple countries on April 2, assets such as stock markets, gold, currency exchange rates and even real estate may be impacted. What's the thinking behind it?
Tue, Apr 01, 2025March 22, 2025 06:07 IST
To turn around the United States’ trade deficit, Donald Trump has two policy options: imposing tariffs on imports or devaluing the US currency. Here’s what the second option entails, the likelihood of it being exercised, and its possible impact.
Sun, Mar 23, 2025March 18, 2025 13:29 IST
The exchange rate between the dollar and the euro saw a sharp change between the day Trump won the election and the day he took oath of office, with the euro weakening. But since then, the euro has staged a big recovery against the dollar. What is happening, and why?
Thu, Mar 20, 2025March 13, 2025 18:42 IST
It will be an understatement to say that US President Donald Trump’s policies have sent shockwaves both domestically and in the rest of the world. Here’s a breakdown of his economic logic, and the risks that it poses
Fri, Mar 14, 2025March 11, 2025 19:15 IST
Every day, 500 words on a word (or expression) that has appeared in The Indian Express.
Tue, Mar 11, 2025March 07, 2025 12:58 IST
US President Donald Trump’s bet is that given the US economy’s enviable record of sustained economic growth (often referred to as US exceptionalism), the threat of tariffs will quickly force the world to set up shop inside the US. But this could be counter-productive.
Sat, Mar 08, 2025March 03, 2025 04:20 IST
The Centre has released latest estimates of India’s GDP, making significant revisions for past quarters and years. Why does govt make these revisions? What do these changes in estimates say about the economy?
Mon, Mar 03, 2025February 27, 2025 19:01 IST
Any estimate of the GDP (or India’s total economic output) is more like a forecast or an “advance estimate” of where the economy is likely to be at the end of the current financial year.
Fri, Feb 28, 2025February 21, 2025 16:54 IST
The RBI has used data since 1991 to create the ‘Quality of Public Expenditure’ index to assess how well the government is spending its [read: ‘your’] money. Spoiler alert: things are as good as they have ever been
Sat, Feb 22, 2025February 14, 2025 13:55 IST
In announcing his desire to impose reciprocal tariffs, Trump has not spared anyone — neither enemies nor allies — and has, as such, signalled the end of all existing trading rules
Sun, Feb 16, 2025