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Insights: Trade War
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Recent posts
Adem Tumerkan • Recent
China vs. the E.U.: The Trade War Nobody Is Talking About (Yet)
China’s exports are flooding Europe, widening deficits and sparking new tariffs—an overlooked trade war that could reshape global markets
MacroMorning PourTrade War
Adem Tumerkan • Recent
Triffin’s Dilemma: The Hidden Cost of the U.S. Dollar’s Dominance
Triffin’s Dilemma explains why the U.S. dollar must run deficits to fuel global trade—and why that same role weakens the U.S. economy.
MacroMorning PourCurrencies
Adem Tumerkan • Recent
What If the U.S. Dollar Weakens? Perks, Risks, & Impact
A weaker dollar isn’t all bad—or good. See how it impacts inflation, trade, debt, and why the global economy depends on U.S. demand.
MacroMorning PourCurrencies
All Posts
Adem Tumerkan • Recent
Trump's Tariffs: Winners, Losers, & Its Global Economic Impact
Trump’s new tariffs aim to boost U.S. manufacturing, rebalance trade, and test the global economy’s resilience without hopefully triggering a trade spiral
MacroMorning PourTrade War
Adem Tumerkan • Recent
Fiscal and Trade Deficits Explained: What They Are and Why They Matter
Learn what fiscal and trade deficits are, how they differ, and why persistent deficits can impact inflation, currency strength, and long-term growth.
MacroMorning PourTrade War
Adem Tumerkan • Recent
China’s Manufacturing Glut Is Fueling Trade Tensions and a Global Slowdown
China’s manufacturing glut is flooding global markets with cheap exports, fueling trade tensions, deflation, and growing risks of a global trade war.
MacroChinaTrade War
Adem Tumerkan • Recent
China’s Auto Price War Is a Warning for Global Markets
China's auto price war, sparked by BYD, reveals deeper economic problems, impacting global markets with collapsing margins, overcapacity, & rising trade tensions
MacroChinaTrade WarAutos
Adem Tumerkan • Recent
Currency Wars Explained: How Trade Wars Are Entering a Dangerous 2nd Phase
A currency war happens when countries weaken their currency to offset tariffs. Learn why trade wars often lead to currency wars — and why it’s dangerous.
MacroMorning PourCurrencies
Adem Tumerkan • Recent
China’s Trade Truce With the U.S. Buys Time — But Its Problems Are Structural
China’s housing collapse, local government debt, and overcapacity show why a temporary U.S. trade truce won’t solve its deeper economic crisis.
MacroMorning PourChina
Adem Tumerkan • Recent
Trade Wars and Tariffs: Lessons from the Great Depression
Learn how modern trade wars and tariffs could echo the Great Depression - and why protectionism can spiral into global economic damage for everyone.
MacroMorning PourTrade War
Adem Tumerkan • Recent
Auto Sector Woes Deepen: Price Wars, Tariffs, and China’s EV Glut
A weakening consumer, falling prices, and China’s EV glut are pressuring automakers, margins, and global supply chains—raising the risk of an auto trade war
Morning PourTrade WarMarkets
Adem Tumerkan • Recent
Capital Spending Jumps, Meme Stocks Surge, & EU-China Trade Gap Widens
U.S. capital spending surges to 1997 levels, meme stock speculation returns as M2 rises, and Europe faces mounting trade pressure from China.
Deep DiveTrade WarLiquidity
Adem Tumerkan • Recent
The Trade War’s Second Act: Currency Wars and Debasement Ahead
As tariffs reach their limits, the trade war is shifting into currencies. This analysis explores dollar weakness, trade flows, inflation, and global asset prices
Morning PourInflationTrade War